Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$435K Buy
8,301
+150
+2% +$7.87K 0.14% 77
2025
Q1
$387K Buy
8,151
+4,262
+110% +$202K 0.13% 77
2024
Q4
$244K Buy
3,889
+366
+10% +$23K 0.08% 92
2024
Q3
$203K Buy
+3,523
New +$203K 0.07% 101