Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Buy
40,758
+3,532
+9% +$97.9K 0.01% 1035
2025
Q1
$937K Buy
37,226
+2,827
+8% +$71.2K 0.01% 1020
2024
Q4
$923K Buy
34,399
+1,604
+5% +$43.1K 0.01% 995
2024
Q3
$778K Buy
32,795
+1,608
+5% +$38.1K 0.01% 970
2024
Q2
$635K Buy
31,187
+2,160
+7% +$44K 0.01% 988
2024
Q1
$598K Buy
29,027
+2,100
+8% +$43.3K 0.01% 1034
2023
Q4
$635K Buy
26,927
+2,304
+9% +$54.4K 0.02% 933
2023
Q3
$473K Buy
24,623
+1,896
+8% +$36.4K 0.01% 938
2023
Q2
$379K Buy
+22,727
New +$379K 0.01% 898