Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.3M Buy
32,705
+2,465
+8% +$174K 1.34% 39
2025
Q1
$2.22M Buy
30,240
+3,900
+15% +$286K 1.32% 39
2024
Q4
$1.65M Buy
26,340
+1,130
+4% +$70.8K 1.07% 43
2024
Q3
$1.66M Buy
25,210
+1,640
+7% +$108K 1.1% 44
2024
Q2
$1.7M Buy
23,570
+630
+3% +$45.5K 1.21% 39
2024
Q1
$1.54M Buy
22,940
+5,285
+30% +$354K 1.08% 39
2023
Q4
$1.16M Buy
17,655
+1,775
+11% +$117K 0.89% 40
2023
Q3
$1.07M Buy
15,880
+4,400
+38% +$296K 0.94% 39
2023
Q2
$698K Buy
+11,480
New +$698K 0.61% 48