Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.11M Buy
2,628
+514
+24% +$412K 0.13% 126
2025
Q1
$1.4M Buy
2,114
+119
+6% +$78.9K 0.11% 174
2024
Q4
$1.38M Buy
1,995
+77
+4% +$53.4K 0.12% 153
2024
Q3
$1.6M Buy
1,918
+298
+18% +$248K 0.16% 115
2024
Q2
$1.66M Buy
1,620
+748
+86% +$765K 0.23% 73
2024
Q1
$846K Buy
872
+153
+21% +$148K 0.17% 103
2023
Q4
$625K Buy
+719
New +$625K 0.17% 98