Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.72M Buy
26,238
+1,080
+4% +$236K 0.04% 333
2025
Q1
$3.42M Buy
25,158
+691
+3% +$94K 0.03% 409
2024
Q4
$3.52M Buy
24,467
+1,358
+6% +$195K 0.03% 403
2024
Q3
$2.77M Buy
23,109
+128
+0.6% +$15.3K 0.03% 440
2024
Q2
$2.5M Buy
22,981
+542
+2% +$59K 0.03% 423
2024
Q1
$3.01M Buy
22,439
+73
+0.3% +$9.78K 0.04% 389
2023
Q4
$2.85M Buy
+22,366
New +$2.85M 0.04% 386