Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.38M Buy
8,541
+142
+2% +$23K 0.08% 237
2025
Q1
$897K Buy
8,399
+1,015
+14% +$108K 0.05% 307
2024
Q4
$911K Buy
7,384
+3,222
+77% +$398K 0.06% 290
2024
Q3
$595K Buy
4,162
+2,801
+206% +$400K 0.04% 372
2024
Q2
$223K Buy
+1,361
New +$223K 0.01% 574