Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.04M Buy
31,089
+2,095
+7% +$474K 3.36% 11
2025
Q1
$4.81M Sell
28,994
-1,036
-3% -$172K 2.56% 19
2024
Q4
$5.93M Buy
30,030
+3,267
+12% +$645K 2.85% 15
2024
Q3
$4.65M Buy
+26,763
New +$4.65M 2.26% 23