Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.86M Buy
2,072
+277
+15% +$248K 0.08% 118
2025
Q1
$1.22M Buy
1,795
+20
+1% +$13.6K 0.06% 130
2024
Q4
$1.12M Buy
1,775
+17
+1% +$10.7K 0.06% 133
2024
Q3
$1.36M Buy
1,758
+25
+1% +$19.4K 0.07% 123
2024
Q2
$1.43M Buy
1,733
+10
+0.6% +$8.25K 0.08% 117
2024
Q1
$1.2M Buy
+1,723
New +$1.2M 0.07% 128