Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$862K Buy
8,734
+463
+6% +$45.7K 0.67% 57
2025
Q1
$863K Buy
8,271
+988
+14% +$103K 0.78% 50
2024
Q4
$985K Buy
7,283
+2,029
+39% +$274K 0.85% 41
2024
Q3
$819K Buy
+5,254
New +$819K 0.72% 49