Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$826K Buy
2,601
+554
+27% +$176K 0.27% 66
2025
Q1
$531K Buy
2,047
+298
+17% +$77.2K 0.2% 78
2024
Q4
$706K Buy
+1,749
New +$706K 0.27% 55