Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Buy
2,858
+305
+12% +$143K 0.82% 45
2025
Q1
$1.19M Buy
2,553
+165
+7% +$76.8K 0.79% 39
2024
Q4
$1,000K Buy
2,388
+629
+36% +$263K 0.7% 58
2024
Q3
$839K Buy
1,759
+275
+19% +$131K 0.56% 56
2024
Q2
$651K Buy
1,484
+105
+8% +$46.1K 0.48% 66
2024
Q1
$640K Buy
1,379
+275
+25% +$128K 0.5% 58
2023
Q4
$453K Buy
+1,104
New +$453K 0.41% 72