Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.64M Buy
7,037
+490
+7% +$393K 0.94% 32
2025
Q1
$4.34M Buy
6,547
+589
+10% +$390K 0.84% 40
2024
Q4
$4.13M Buy
5,958
+2,311
+63% +$1.6M 0.78% 41
2024
Q3
$3.04M Buy
+3,647
New +$3.04M 0.58% 63