Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
1,529
+6
+0.4% +$4.73K 0.69% 42
2025
Q1
$935K Buy
1,523
+18
+1% +$11.1K 0.59% 49
2024
Q4
$946K Sell
1,505
-15
-1% -$9.43K 0.6% 43
2024
Q3
$944K Buy
1,520
+17
+1% +$10.6K 0.64% 38
2024
Q2
$988K Buy
+1,503
New +$988K 0.68% 37