Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.19M Buy
27,334
+356
+1% +$80.6K 1.02% 19
2025
Q1
$4.48M Buy
26,978
+448
+2% +$74.4K 0.8% 29
2024
Q4
$5.24M Buy
26,530
+324
+1% +$64K 0.93% 22
2024
Q3
$4.55M Buy
+26,206
New +$4.55M 0.82% 31
2023
Q1
Sell
-10
Closed -$745 404
2022
Q4
$745 Hold
10
﹤0.01% 430
2022
Q3
$1K Hold
10
﹤0.01% 459
2022
Q2
$1K Hold
10
﹤0.01% 376
2022
Q1
$1K Hold
10
﹤0.01% 354
2021
Q4
$1K Buy
+10
New +$1K ﹤0.01% 373