Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$364K Buy
38,328
+20,060
+110% +$191K 0.01% 532
2025
Q1
$222K Buy
18,268
+5,453
+43% +$66.3K ﹤0.01% 646
2024
Q4
$180K Buy
+12,815
New +$180K ﹤0.01% 564
2021
Q3
Sell
-9,230
Closed -$310K 675
2021
Q2
$310K Buy
+9,230
New +$310K 0.04% 368