Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.62M Buy
50,987
+5,046
+11% +$358K 0.37% 64
2025
Q1
$2.92M Buy
45,941
+13,795
+43% +$876K 0.33% 68
2024
Q4
$2.43M Buy
32,146
+2,469
+8% +$187K 0.29% 70
2024
Q3
$2.62M Buy
29,677
+3,312
+13% +$293K 0.33% 63
2024
Q2
$1.99M Buy
26,365
+9,427
+56% +$711K 0.27% 71
2024
Q1
$1.59M Buy
16,938
+4,237
+33% +$398K 0.22% 76
2023
Q4
$1.38M Buy
+12,701
New +$1.38M 0.22% 76
2022
Q1
Sell
-1,283
Closed -$214K 173
2021
Q4
$214K Buy
+1,283
New +$214K 0.03% 151