Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.08M Buy
25,146
+4,199
+20% +$515K 1.1% 20
2025
Q1
$1.91M Buy
20,947
+7,664
+58% +$699K 0.77% 25
2024
Q4
$1.53M Buy
13,283
+1,029
+8% +$119K 0.79% 30
2024
Q3
$1.45M Buy
12,254
+5,717
+87% +$678K 0.86% 32
2024
Q2
$902K Buy
+6,537
New +$902K 0.55% 46