Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.6M Buy
112,597
+6,279
+6% +$145K 0.03% 704
2025
Q1
$2.45M Buy
106,318
+5,570
+6% +$128K 0.03% 642
2024
Q4
$2.29M Buy
100,748
+4,885
+5% +$111K 0.03% 682
2024
Q3
$2.63M Buy
95,863
+4,824
+5% +$132K 0.04% 569
2024
Q2
$2.27M Buy
91,039
+6,480
+8% +$161K 0.04% 569
2024
Q1
$2.27M Buy
84,559
+6,300
+8% +$169K 0.04% 566
2023
Q4
$1.79M Buy
78,259
+6,997
+10% +$160K 0.04% 556
2023
Q3
$1.48M Buy
71,262
+5,846
+9% +$121K 0.04% 545
2023
Q2
$1.27M Buy
+65,416
New +$1.27M 0.04% 543