Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$944K Buy
5,975
+623
+12% +$98.4K 0.42% 63
2025
Q1
$580K Buy
5,352
+2,452
+85% +$266K 0.25% 88
2024
Q4
$389K Hold
2,900
0.22% 94
2024
Q3
$352K Buy
2,900
+570
+24% +$69.2K 0.2% 103
2024
Q2
$288K Buy
+2,330
New +$288K 0.18% 109