Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.83M Buy
45,755
+3,308
+8% +$349K 0.11% 165
2025
Q1
$4.72M Buy
42,447
+23,178
+120% +$2.58M 0.13% 144
2024
Q4
$1.99M Buy
19,269
+123
+0.6% +$12.7K 0.07% 214
2024
Q3
$2.14M Buy
19,146
+3,975
+26% +$444K 0.08% 173
2024
Q2
$1.35M Buy
+15,171
New +$1.35M 0.06% 190