Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.43M Buy
13,208
+886
+7% +$96K 1.08% 23
2024
Q4
$1.62M Buy
+12,322
New +$1.62M 1.21% 22
2024
Q2
$2.07M Buy
+12,916
New +$2.07M 1.39% 19