Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$561K Buy
7,802
+2,023
+35% +$146K 0.17% 106
2025
Q1
$238K Buy
5,779
+523
+10% +$21.5K 0.08% 148
2024
Q4
$258K Buy
5,256
+50
+1% +$2.45K 0.09% 139
2024
Q3
$249K Buy
5,206
+601
+13% +$28.7K 0.09% 139
2024
Q2
$227K Buy
+4,605
New +$227K 0.09% 137