Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.79M Buy
208,841
+6,730
+3% +$122K 0.04% 534
2025
Q1
$2.9M Buy
202,111
+7,236
+4% +$104K 0.04% 573
2024
Q4
$4.43M Buy
194,875
+9,448
+5% +$215K 0.06% 414
2024
Q3
$5.52M Buy
185,427
+9,380
+5% +$279K 0.09% 333
2024
Q2
$6.91M Buy
176,047
+12,600
+8% +$495K 0.12% 217
2024
Q1
$8.67M Buy
163,447
+12,262
+8% +$650K 0.16% 151
2023
Q4
$8.51M Buy
151,185
+13,632
+10% +$767K 0.21% 99
2023
Q3
$6.35M Buy
137,553
+10,774
+8% +$497K 0.19% 116
2023
Q2
$5.94M Buy
+126,779
New +$5.94M 0.21% 101