Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.33M Buy
4,160
+174
+4% +$139K 0.2% 125
2025
Q1
$2.64M Buy
3,986
+778
+24% +$515K 0.17% 139
2024
Q4
$2.22M Buy
3,208
+14
+0.4% +$9.7K 0.15% 150
2024
Q3
$2.66M Buy
3,194
+1,413
+79% +$1.18M 0.19% 140
2024
Q2
$1.82M Buy
1,781
+220
+14% +$225K 0.14% 167
2024
Q1
$1.51M Buy
+1,561
New +$1.51M 0.13% 173