Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.54M Buy
6,780
+145
+2% +$32.8K 0.82% 33
2025
Q1
$1.1M Buy
6,635
+155
+2% +$25.7K 0.65% 43
2024
Q4
$1.28M Buy
6,480
+75
+1% +$14.8K 0.81% 36
2024
Q3
$1.11M Buy
6,405
+420
+7% +$72.9K 0.73% 41
2024
Q2
$1.04M Buy
5,985
+200
+3% +$34.8K 0.77% 39
2024
Q1
$787K Buy
5,785
+1,000
+21% +$136K 0.61% 48
2023
Q4
$498K Buy
+4,785
New +$498K 0.41% 61