Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.86M Buy
48,051
+7,851
+20% +$1.61M 1.64% 13
2025
Q1
$8.93M Buy
+40,200
New +$8.93M 1.78% 16
2024
Q4
Sell
-5,880
Closed -$1.37M 143
2024
Q3
$1.37M Sell
5,880
-19,977
-77% -$4.65M 0.37% 32
2024
Q2
$5.45M Buy
25,857
+17,175
+198% +$3.62M 1.22% 25
2024
Q1
$1.49M Buy
+8,682
New +$1.49M 0.4% 44
2023
Q2
Hold
0
48
2023
Q1
Hold
0
46