Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.72M Buy
16,972
+574
+4% +$126K 2.34% 8
2025
Q1
$3.12M Buy
16,398
+707
+5% +$135K 2.26% 11
2024
Q4
$3.44M Buy
15,691
+173
+1% +$38K 2.43% 11
2024
Q3
$2.89M Buy
15,518
+85
+0.6% +$15.8K 2.16% 12
2024
Q2
$2.98M Buy
15,433
+259
+2% +$50.1K 2.42% 9
2024
Q1
$2.74M Buy
15,174
+138
+0.9% +$24.9K 2.42% 10
2023
Q4
$2.28M Buy
+15,036
New +$2.28M 2.26% 12