Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
49,283
+2,671
+6% +$58.4K 0.01% 390
2025
Q1
$913K Buy
46,612
+14,405
+45% +$282K 0.01% 403
2024
Q4
$505K Buy
32,207
+2,188
+7% +$34.3K 0.01% 472
2024
Q3
$545K Buy
30,019
+3,735
+14% +$67.8K 0.01% 464
2024
Q2
$451K Buy
26,284
+1,621
+7% +$27.8K 0.01% 467
2024
Q1
$407K Buy
24,663
+6,347
+35% +$105K 0.01% 494
2023
Q4
$275K Buy
18,316
+1,717
+10% +$25.8K ﹤0.01% 561
2023
Q3
$219K Hold
16,599
﹤0.01% 579
2023
Q2
$224K Buy
16,599
+4,180
+34% +$56.3K ﹤0.01% 587
2023
Q1
$147K Buy
+12,419
New +$147K ﹤0.01% 600