Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.95M Buy
12,287
+155
+1% +$37.2K 0.43% 63
2025
Q1
$2.75M Buy
12,132
+177
+1% +$40.1K 0.43% 67
2024
Q4
$2.46M Buy
11,955
+622
+5% +$128K 0.37% 68
2024
Q3
$2.75M Buy
11,333
+688
+6% +$167K 0.42% 63
2024
Q2
$2.34M Buy
10,645
+572
+6% +$126K 0.41% 64
2024
Q1
$2.26M Buy
10,073
+320
+3% +$71.9K 0.42% 63
2023
Q4
$2.14M Buy
9,753
+873
+10% +$192K 0.45% 57
2023
Q3
$1.95M Buy
8,880
+228
+3% +$50K 0.48% 56
2023
Q2
$1.95M Buy
8,652
+335
+4% +$75.4K 0.47% 60
2023
Q1
$1.59M Buy
8,317
+125
+2% +$23.9K 0.4% 67
2022
Q4
$1.51M Buy
8,192
+545
+7% +$101K 0.41% 66
2022
Q3
$1.27M Buy
+7,647
New +$1.27M 0.41% 70