Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.27M Buy
20,721
+1,325
+7% +$209K 2.1% 11
2025
Q1
$2.1M Buy
19,396
+1,954
+11% +$212K 1.55% 17
2024
Q4
$2.34M Buy
17,442
+586
+3% +$78.7K 1.65% 17
2024
Q3
$2.05M Buy
16,856
+186
+1% +$22.6K 1.53% 17
2024
Q2
$2.06M Buy
16,670
+110
+0.7% +$13.6K 1.55% 17
2024
Q1
$1.5M Buy
+16,560
New +$1.5M 1.14% 21