Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.64M Buy
3,322
+278
+9% +$221K 0.8% 31
2025
Q1
$2.02M Buy
3,044
+360
+13% +$239K 0.7% 45
2024
Q4
$1.98M Buy
2,684
+502
+23% +$370K 0.68% 44
2024
Q3
$1.82M Buy
2,182
+1,581
+263% +$1.32M 0.67% 43
2024
Q2
$615K Buy
601
+308
+105% +$315K 0.24% 92
2024
Q1
$284K Buy
+293
New +$284K 0.12% 120