Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.62M Buy
100,788
+3,529
+4% +$91.9K 0.1% 150
2025
Q1
$2.47M Buy
97,259
+15,336
+19% +$389K 0.11% 144
2024
Q4
$1.73M Buy
81,923
+12,628
+18% +$267K 0.09% 164
2024
Q3
$1.34M Buy
69,295
+20,140
+41% +$389K 0.08% 187
2024
Q2
$835K Buy
49,155
+9,450
+24% +$161K 0.06% 249
2024
Q1
$681K Buy
39,705
+3,875
+11% +$66.4K 0.06% 252
2023
Q4
$679K Buy
+35,830
New +$679K 0.09% 198