Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.36M Buy
6,090
+980
+19% +$379K 0.11% 137
2025
Q1
$1.96M Buy
5,110
+192
+4% +$73.6K 0.1% 136
2024
Q4
$2.19M Buy
4,918
+1,582
+47% +$703K 0.11% 130
2024
Q3
$1.73M Buy
3,336
+576
+21% +$298K 0.09% 139
2024
Q2
$1.53M Buy
2,760
+1,671
+153% +$928K 0.08% 143
2024
Q1
$550K Buy
+1,089
New +$550K 0.03% 189
2018
Q4
Sell
-22
Closed -$6K 136
2018
Q3
$6K Hold
22
﹤0.01% 370
2018
Q2
$5K Hold
22
﹤0.01% 362
2018
Q1
$5K Buy
+22
New +$5K ﹤0.01% 307