Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$416K Buy
4,378
+1,186
+37% +$113K 0.01% 925
2025
Q1
$302K Buy
3,192
+46
+1% +$4.36K 0.01% 966
2024
Q4
$298K Buy
3,146
+513
+19% +$48.6K 0.01% 967
2024
Q3
$287K Buy
2,633
+35
+1% +$3.82K 0.01% 951
2024
Q2
$297K Buy
2,598
+23
+0.9% +$2.63K 0.01% 887
2024
Q1
$373K Buy
2,575
+701
+37% +$102K 0.01% 777
2023
Q4
$265K Buy
+1,874
New +$265K 0.01% 841