Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46M Buy
2,925
+185
+7% +$92K 0.53% 18
2025
Q1
$1.03M Buy
2,740
+73
+3% +$27.4K 0.43% 22
2024
Q4
$1.12M Buy
2,667
+231
+9% +$97.4K 0.48% 20
2024
Q3
$1.05M Buy
2,436
+186
+8% +$80K 0.45% 20
2024
Q2
$1.01M Buy
2,250
+4
+0.2% +$1.79K 0.48% 19
2024
Q1
$945K Buy
2,246
+38
+2% +$16K 0.46% 19
2023
Q4
$830K Buy
2,208
+731
+49% +$275K 0.43% 20
2023
Q3
$466K Buy
1,477
+59
+4% +$18.6K 0.28% 25
2023
Q2
$486K Buy
1,418
+165
+13% +$56.6K 0.27% 25
2023
Q1
$387K Buy
+1,253
New +$387K 0.24% 25