Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.21M Buy
45,647
+7,180
+19% +$977K 0.39% 32
2025
Q1
$5.1M Buy
38,467
+5,590
+17% +$742K 0.38% 36
2024
Q4
$3.72M Buy
32,877
+4,852
+17% +$549K 0.32% 48
2024
Q3
$3.2M Buy
28,025
+5,616
+25% +$640K 0.32% 45
2024
Q2
$2.33M Buy
22,409
+3,774
+20% +$392K 0.32% 47
2024
Q1
$2.12M Buy
18,635
+1,700
+10% +$193K 0.43% 35
2023
Q4
$1.92M Buy
+16,935
New +$1.92M 0.52% 27