Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.63M Buy
10,090
+1,780
+21% +$288K 1.37% 13
2025
Q1
$887K Buy
8,310
+1,720
+26% +$184K 0.82% 32
2024
Q4
$813K Sell
6,590
-209
-3% -$25.8K 0.71% 38
2024
Q3
$972K Buy
6,799
+4,484
+194% +$641K 0.87% 33
2024
Q2
$379K Buy
+2,315
New +$379K 0.36% 94