Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$991K Buy
3,843
+566
+17% +$146K 0.06% 273
2025
Q1
$734K Buy
3,277
+231
+8% +$51.7K 0.06% 306
2024
Q4
$697K Buy
3,046
+545
+22% +$125K 0.06% 283
2024
Q3
$611K Buy
2,501
+1,177
+89% +$287K 0.06% 284
2024
Q2
$253K Buy
1,324
+476
+56% +$91.1K 0.03% 436
2024
Q1
$168K Buy
848
+199
+31% +$39.4K 0.03% 450
2023
Q4
$123K Buy
+649
New +$123K 0.03% 459