Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
6,415
+1,486
+30% +$235K 0.45% 11
2025
Q1
$534K Buy
4,929
+1,154
+31% +$125K 0.26% 25
2024
Q4
$507K Buy
3,775
+1,965
+109% +$264K 0.25% 24
2024
Q3
$220K Hold
1,810
0.13% 50
2024
Q2
$224K Buy
+1,810
New +$224K 0.14% 44