Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$5.43M Buy
61,705
+661
+1% +$58.1K 2.03% 15
2024
Q4
$5.65M Buy
61,044
+6,288
+11% +$582K 1.51% 17
2024
Q3
$5.08M Sell
54,756
-382
-0.7% -$35.4K 1.51% 20
2024
Q2
$3.58M Buy
+55,138
New +$3.58M 1.22% 22