Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$317K Buy
6,600
+1,940
+42% +$93.3K 0.08% 179
2025
Q1
$226K Buy
+4,660
New +$226K 0.07% 182
2024
Q4
Sell
-2,930
Closed -$182K 221
2024
Q3
$182K Buy
+2,930
New +$182K 0.05% 194