Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.22M Buy
14,610
+471
+3% +$71.7K 1.19% 20
2025
Q1
$2.08M Buy
14,139
+1,092
+8% +$160K 1.21% 16
2024
Q4
$1.68M Buy
13,047
+2,925
+29% +$378K 0.93% 26
2024
Q3
$1.38M Buy
+10,122
New +$1.38M 0.79% 32