Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$410K Buy
7,951
+2,200
+38% +$113K 0.02% 480
2025
Q1
$308K Buy
5,751
+193
+3% +$10.3K 0.01% 539
2024
Q4
$266K Buy
5,558
+404
+8% +$19.3K 0.01% 585
2024
Q3
$229K Buy
5,154
+5
+0.1% +$222 0.01% 613
2024
Q2
$220K Buy
5,149
+4
+0.1% +$171 0.01% 611
2024
Q1
$207K Buy
+5,145
New +$207K 0.01% 594