Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$752K Buy
8,055
+138
+2% +$12.9K 0.51% 35
2025
Q1
$577K Buy
7,917
+984
+14% +$71.7K 0.44% 57
2024
Q4
$418K Buy
+6,933
New +$418K 0.39% 66