Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.81M Buy
751,113
+11,393
+2% +$57.8K 0.04% 531
2025
Q1
$5.21M Buy
739,720
+11,438
+2% +$80.5K 0.07% 379
2024
Q4
$7.33M Buy
728,282
+35,495
+5% +$357K 0.11% 252
2024
Q3
$10.1M Buy
692,787
+35,342
+5% +$517K 0.16% 145
2024
Q2
$10.3M Buy
657,445
+47,484
+8% +$745K 0.18% 119
2024
Q1
$10.6M Buy
609,961
+46,563
+8% +$808K 0.19% 111
2023
Q4
$7.98M Buy
563,398
+146,164
+35% +$2.07M 0.2% 106
2023
Q3
$5.61M Buy
417,234
+34,844
+9% +$468K 0.17% 141
2023
Q2
$4.86M Buy
+382,390
New +$4.86M 0.17% 138