Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.82M Buy
52,502
+1,721
+3% +$158K 0.3% 97
2025
Q1
$4.47M Buy
50,781
+12,844
+34% +$1.13M 0.3% 99
2024
Q4
$3.51M Buy
+37,937
New +$3.51M 0.22% 112