Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$489K Buy
13,559
+4,550
+51% +$164K 0.02% 1118
2025
Q1
$331K Buy
+9,009
New +$331K 0.02% 1327
2024
Q4
Sell
-11,515
Closed -$390K 2449
2024
Q3
$390K Buy
11,515
+1,343
+13% +$45.5K 0.03% 1003
2024
Q2
$338K Buy
+10,172
New +$338K 0.03% 887