Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.49M Buy
34,743
+2,321
+7% +$367K 3.86% 8
2025
Q1
$3.51M Buy
32,422
+241
+0.7% +$26.1K 2.93% 9
2024
Q4
$4.32M Sell
32,181
-18
-0.1% -$2.42K 3.15% 9
2024
Q3
$3.91M Buy
32,199
+197
+0.6% +$23.9K 2.87% 9
2024
Q2
$3.95M Buy
32,002
+162
+0.5% +$20K 3.11% 8
2024
Q1
$2.88M Buy
31,840
+2,000
+7% +$181K 2.42% 11
2023
Q4
$1.48M Buy
+29,840
New +$1.48M 1.33% 13