Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.18M Buy
45,361
+2
+0% +$96 1.05% 30
2025
Q1
$2.2M Buy
45,359
+30,836
+212% +$1.5M 1.1% 28
2024
Q4
$709K Sell
14,523
-24,300
-63% -$1.19M 0.34% 46
2024
Q3
$2.41M Buy
38,823
+5,432
+16% +$337K 1.09% 22
2024
Q2
$1.91M Buy
33,391
+8,126
+32% +$464K 1% 31
2024
Q1
$1.46M Buy
+25,265
New +$1.46M 0.75% 42