Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
7,491
+500
+7% +$80.9K 0.21% 68
2025
Q1
$747K Buy
6,991
+136
+2% +$14.5K 0.15% 80
2024
Q4
$846K Buy
6,855
+454
+7% +$56K 0.17% 66
2024
Q3
$915K Buy
6,401
+1,822
+40% +$261K 0.19% 64
2024
Q2
$749K Buy
+4,579
New +$749K 0.2% 66