Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.37M Buy
6,122
+912
+18% +$353K 1.37% 32
2025
Q1
$2M Buy
5,210
+578
+12% +$222K 1.3% 36
2024
Q4
$2.06M Buy
4,632
+223
+5% +$99.2K 1.25% 35
2024
Q3
$2.28M Buy
4,409
+201
+5% +$104K 1.4% 33
2024
Q2
$2.34M Sell
4,208
-56
-1% -$31.1K 1.51% 26
2024
Q1
$2.15M Buy
4,264
+204
+5% +$103K 1.45% 34
2023
Q4
$2.42M Buy
+4,060
New +$2.42M 1.75% 19