Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.85M Buy
27,844
+3,501
+14% +$1.11M 0.08% 24
2025
Q1
$6.31M Buy
24,343
+5,507
+29% +$1.43M 0.06% 24
2024
Q4
$7.61M Buy
18,836
+2,475
+15% +$1,000K 0.07% 24
2024
Q3
$4.28M Buy
16,361
+1,678
+11% +$439K 0.04% 25
2024
Q2
$2.91M Buy
14,683
+4,228
+40% +$837K 0.03% 25
2024
Q1
$1.84M Buy
10,455
+4,625
+79% +$813K 0.02% 25
2023
Q4
$1.45M Buy
5,830
+2,341
+67% +$582K 0.02% 24
2023
Q3
$873K Buy
3,489
+2,084
+148% +$521K 0.01% 23
2023
Q2
$368K Buy
+1,405
New +$368K 0.01% 23