Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.69M Buy
431,095
+10,966
+3% +$93.8K 3.69% 7
2025
Q1
$3.11M Buy
420,129
+41,343
+11% +$306K 2.75% 7
2024
Q4
$3.13M Buy
378,786
+83,224
+28% +$687K 2.52% 7
2024
Q3
$2.91M Buy
+295,562
New +$2.91M 2.04% 7