Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$817K Buy
5,051
+970
+24% +$157K 0.13% 137
2025
Q1
$436K Hold
4,081
0.06% 177
2024
Q4
$503K Buy
4,081
+479
+13% +$59.1K 0.07% 171
2024
Q3
$515K Buy
3,602
+392
+12% +$56.1K 0.07% 179
2024
Q2
$525K Buy
3,210
+1,247
+64% +$204K 0.06% 201
2024
Q1
$245K Buy
+1,963
New +$245K 0.03% 277