Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.75M Buy
8,008
+941
+13% +$206K 1.4% 12
2025
Q1
$988K Buy
7,067
+994
+16% +$139K 0.99% 20
2024
Q4
$1.01M Buy
+6,073
New +$1.01M 0.99% 16