Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$802K Buy
8,199
+178
+2% +$17.4K 0.15% 149
2025
Q1
$760K Buy
8,021
+600
+8% +$56.8K 0.17% 132
2024
Q4
$723K Buy
7,421
+448
+6% +$43.6K 0.16% 127
2024
Q3
$579K Sell
6,973
-351
-5% -$29.1K 0.14% 134
2024
Q2
$510K Buy
+7,324
New +$510K 0.15% 118
2023
Q4
$226K Buy
+4,299
New +$226K 0.09% 173