Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.99M Buy
13,117
+609
+5% +$185K 0.15% 106
2025
Q1
$3.36M Buy
12,508
+22
+0.2% +$5.91K 0.15% 109
2024
Q4
$3.07M Buy
12,486
+3,495
+39% +$860K 0.16% 109
2024
Q3
$2.06M Buy
8,991
+1,496
+20% +$343K 0.13% 135
2024
Q2
$1.51M Buy
7,495
+1,057
+16% +$213K 0.11% 149
2024
Q1
$1.26M Buy
6,438
+928
+17% +$181K 0.12% 158
2023
Q4
$852K Buy
+5,510
New +$852K 0.12% 159