Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$507K Buy
6,210
+1,755
+39% +$143K 0.07% 70
2025
Q1
$442K Buy
4,455
+211
+5% +$20.9K 0.06% 72
2024
Q4
$426K Buy
4,244
+131
+3% +$13.2K 0.06% 67
2024
Q3
$400K Buy
4,113
+416
+11% +$40.4K 0.06% 72
2024
Q2
$301K Buy
+3,697
New +$301K 0.05% 76