Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.05M Buy
11,666
+242
+2% +$42.5K 0.01% 472
2025
Q1
$2.07M Buy
11,424
+1,491
+15% +$270K 0.02% 452
2024
Q4
$2.08M Buy
9,933
+1,017
+11% +$213K 0.01% 450
2024
Q3
$1.91M Buy
8,916
+857
+11% +$184K 0.01% 454
2024
Q2
$1.62M Buy
8,059
+3,264
+68% +$657K 0.01% 458
2024
Q1
$1.17M Buy
4,795
+3,871
+419% +$945K 0.01% 443
2023
Q4
$201K Buy
924
+324
+54% +$70.3K ﹤0.01% 516
2023
Q3
$125K Hold
600
﹤0.01% 545
2023
Q2
$129K Buy
+600
New +$129K ﹤0.01% 534