Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$5.65M Buy
21,798
+8,132
+60% +$2.11M 1.22% 21
2024
Q4
$5.39M Buy
13,666
+1,093
+9% +$431K 1.14% 21
2024
Q3
$3.07M Buy
+12,573
New +$3.07M 0.67% 34
2024
Q1
$2.05M Buy
+11,556
New +$2.05M 0.63% 35