Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.06M Buy
116,213
+7,342
+7% +$509K 0.51% 26
2025
Q1
$6.72M Buy
108,871
+15,514
+17% +$957K 0.5% 30
2024
Q4
$5.53M Buy
93,357
+10,813
+13% +$640K 0.47% 28
2024
Q3
$4.39M Buy
82,544
+13,406
+19% +$713K 0.44% 33
2024
Q2
$3.28M Buy
69,138
+7,636
+12% +$363K 0.45% 31
2024
Q1
$3.07M Buy
61,502
+8,394
+16% +$419K 0.63% 21
2023
Q4
$2.66M Buy
+53,108
New +$2.66M 0.72% 21