Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.05M Buy
11,076
+230
+2% +$63.4K 0.91% 40
2025
Q1
$1.82M Buy
10,846
+54
+0.5% +$9.04K 0.58% 56
2024
Q4
$2.5M Buy
10,792
+73
+0.7% +$16.9K 0.78% 47
2024
Q3
$1.85M Buy
10,719
+429
+4% +$74K 0.57% 56
2024
Q2
$1.65M Buy
10,290
+350
+4% +$56.2K 0.53% 63
2024
Q1
$1.32M Buy
9,940
+250
+3% +$33.1K 0.43% 70
2023
Q4
$1.08M Buy
+9,690
New +$1.08M 0.37% 79