Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Buy
6,460
+368
+6% +$77K 0.7% 41
2025
Q1
$1.1M Buy
6,092
+337
+6% +$61.1K 0.59% 43
2024
Q4
$1.09M Buy
5,755
+276
+5% +$52.3K 0.55% 53
2024
Q3
$996K Buy
5,479
+1,521
+38% +$276K 0.57% 48
2024
Q2
$626K Buy
3,958
+1,103
+39% +$174K 0.38% 52
2024
Q1
$416K Buy
+2,855
New +$416K 0.28% 62