Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Buy
4,834
+5
+0.1% +$1.1K 0.6% 46
2025
Q1
$919K Buy
4,829
+76
+2% +$14.5K 0.55% 52
2024
Q4
$1.04M Buy
4,753
+890
+23% +$195K 0.61% 46
2024
Q3
$720K Buy
+3,863
New +$720K 0.44% 69