Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$801K Buy
9,637
+1,966
+26% +$163K 0.09% 130
2025
Q1
$656K Buy
7,671
+648
+9% +$55.4K 0.08% 147
2024
Q4
$532K Buy
7,023
+535
+8% +$40.6K 0.06% 177
2024
Q3
$427K Buy
6,488
+1,244
+24% +$81.9K 0.05% 204
2024
Q2
$281K Buy
5,244
+394
+8% +$21.1K 0.04% 238
2024
Q1
$256K Buy
4,850
+896
+23% +$47.3K 0.04% 247
2023
Q4
$200K Buy
+3,954
New +$200K 0.04% 249