Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.87M Buy
53,615
+6,433
+14% +$464K 1.08% 33
2025
Q1
$2.88M Buy
47,182
+10,910
+30% +$666K 0.86% 51
2024
Q4
$2.68M Buy
36,272
+342
+1% +$25.3K 0.71% 61
2024
Q3
$3.53M Buy
35,930
+5,078
+16% +$499K 0.97% 41
2024
Q2
$2.27M Buy
30,852
+7,906
+34% +$583K 0.76% 59
2024
Q1
$1.8M Buy
+22,946
New +$1.8M 0.66% 80