Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.17M Buy
11,368
+2,633
+30% +$735K 0.12% 133
2025
Q1
$2.72M Buy
8,735
+4,534
+108% +$1.41M 0.23% 92
2024
Q4
$1.09M Buy
4,201
+195
+5% +$50.8K 0.24% 71
2024
Q3
$1.29M Buy
4,006
+470
+13% +$151K 0.29% 63
2024
Q2
$1.1M Buy
3,536
+2,471
+232% +$772K 0.27% 65
2024
Q1
$303K Buy
+1,065
New +$303K 0.08% 126
2020
Q2
Sell
-45
Closed -$9K 82
2020
Q1
$9K Buy
+45
New +$9K 0.01% 220