Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$558K Buy
7,925
+2,156
+37% +$152K 0.04% 442
2025
Q1
$423K Buy
5,769
+1,662
+40% +$122K 0.03% 482
2024
Q4
$257K Sell
4,107
-954
-19% -$59.8K 0.02% 597
2024
Q3
$334K Buy
5,061
+688
+16% +$45.4K 0.03% 429
2024
Q2
$316K Buy
4,373
+412
+10% +$29.7K 0.04% 379
2024
Q1
$266K Buy
3,961
+710
+22% +$47.6K 0.05% 321
2023
Q4
$205K Buy
+3,251
New +$205K 0.06% 301