Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.96M Buy
+7,030
New +$1.96M 0.51% 50
2024
Q4
$1.79M Buy
6,875
+758
+12% +$198K 0.54% 48
2024
Q3
$1.97M Buy
6,117
+118
+2% +$38K 0.6% 44
2024
Q2
$1.87M Buy
5,999
+209
+4% +$65.3K 0.6% 39
2024
Q1
$1.65M Buy
+5,790
New +$1.65M 0.56% 43