Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Buy
3,200
+2,398
+299% +$793K 0.04% 319
2025
Q1
$264K Buy
802
+48
+6% +$15.8K 0.02% 448
2024
Q4
$208K Buy
+754
New +$208K 0.04% 305
2024
Q3
Sell
-7,525
Closed -$2.49M 616
2024
Q2
$2.49M Sell
7,525
-25
-0.3% -$8.26K 0.06% 316
2024
Q1
$2.74M Buy
+7,550
New +$2.74M 0.07% 289