Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$977K Buy
7,184
+160
+2% +$21.8K 0.76% 48
2025
Q1
$932K Buy
7,024
+125
+2% +$16.6K 0.84% 46
2024
Q4
$780K Buy
6,899
+339
+5% +$38.3K 0.67% 50
2024
Q3
$748K Buy
+6,560
New +$748K 0.65% 59