Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.9M Buy
10,238
+769
+8% +$143K 1.44% 17
2025
Q1
$1.98M Buy
9,469
+252
+3% +$52.8K 1.75% 13
2024
Q4
$1.64M Buy
9,217
+458
+5% +$81.4K 1.38% 19
2024
Q3
$1.73M Buy
8,759
+4
+0% +$790 1.38% 19
2024
Q2
$1.5M Buy
8,755
+381
+5% +$65.3K 1.27% 22
2024
Q1
$1.52M Buy
8,374
+11
+0.1% +$2K 1.35% 19
2023
Q4
$1.3M Buy
+8,363
New +$1.3M 1.32% 18