Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44M Buy
2,699
+418
+18% +$224K 0.18% 123
2025
Q1
$843K Buy
2,281
+89
+4% +$32.9K 0.13% 207
2024
Q4
$995K Buy
2,192
+44
+2% +$20K 0.14% 179
2024
Q3
$925K Buy
+2,148
New +$925K 0.13% 227