Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.42M Buy
6,803
+188
+3% +$66.8K 1.08% 25
2025
Q1
$2.32M Buy
6,615
+446
+7% +$156K 1.14% 24
2024
Q4
$1.95M Buy
6,169
+362
+6% +$114K 1.01% 27
2024
Q3
$1.6M Buy
5,807
+650
+13% +$179K 0.84% 30
2024
Q2
$1.35M Buy
5,157
+461
+10% +$121K 0.78% 33
2024
Q1
$1.31M Buy
4,696
+80
+2% +$22.4K 0.79% 33
2023
Q4
$1.2M Buy
4,616
+342
+8% +$89.2K 0.84% 35
2023
Q3
$984K Buy
4,274
+534
+14% +$123K 0.78% 35
2023
Q2
$889K Buy
3,740
+120
+3% +$28.5K 0.67% 37
2023
Q1
$816K Buy
3,620
+606
+20% +$137K 0.6% 38
2022
Q4
$626K Buy
3,014
+289
+11% +$60K 0.49% 43
2022
Q3
$484K Buy
2,725
+107
+4% +$19K 0.44% 48
2022
Q2
$516K Buy
2,618
+167
+7% +$32.9K 0.45% 49
2022
Q1
$544K Buy
2,451
+27
+1% +$5.99K 0.42% 51
2021
Q4
$525K Buy
+2,424
New +$525K 0.4% 51