Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.41M Buy
26,876
+4,196
+19% +$1.16M 0.83% 42
2025
Q1
$3.8M Buy
22,680
+3,338
+17% +$559K 0.48% 56
2024
Q4
$4.48M Hold
19,342
0.53% 53
2024
Q3
$3.34M Buy
19,342
+152
+0.8% +$26.2K 0.42% 60
2024
Q2
$3.08M Buy
19,190
+360
+2% +$57.8K 0.41% 62
2024
Q1
$2.5M Buy
18,830
+580
+3% +$76.9K 0.36% 66
2023
Q4
$2.04M Buy
18,250
+1,170
+7% +$131K 0.34% 71
2023
Q3
$1.42M Buy
+17,080
New +$1.42M 0.27% 81