Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.52M Buy
80,629
+335
+0.4% +$31.3K 2.87% 14
2025
Q1
$5.85M Buy
80,294
+20,011
+33% +$1.46M 2.67% 16
2024
Q4
$3.64M Buy
60,283
+41
+0.1% +$2.47K 1.58% 23
2024
Q3
$4.53M Buy
60,242
+3,146
+6% +$236K 2.07% 22
2024
Q2
$4.06M Buy
+57,096
New +$4.06M 1.88% 21