Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Buy
20,025
+6,869
+52% +$373K 0.01% 830
2025
Q1
$663K Buy
13,156
+2,036
+18% +$103K 0.01% 874
2024
Q4
$505K Buy
11,120
+2,146
+24% +$97.5K ﹤0.01% 845
2024
Q3
$426K Buy
8,974
+944
+12% +$44.8K 0.01% 806
2024
Q2
$368K Buy
8,030
+1,315
+20% +$60.3K 0.01% 744
2024
Q1
$291K Buy
6,715
+919
+16% +$39.8K ﹤0.01% 779
2023
Q4
$230K Buy
+5,796
New +$230K ﹤0.01% 804