Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.95M Buy
13,864
+645
+5% +$230K 0.31% 41
2025
Q1
$3.59M Buy
13,219
+96
+0.7% +$26.1K 0.27% 64
2024
Q4
$4.36M Buy
13,123
+843
+7% +$280K 0.37% 35
2024
Q3
$4.07M Buy
12,280
+4,842
+65% +$1.6M 0.4% 36
2024
Q2
$2.33M Buy
7,438
+1,251
+20% +$392K 0.32% 46
2024
Q1
$1.93M Buy
6,187
+216
+4% +$67.5K 0.39% 37
2023
Q4
$1.47M Buy
+5,971
New +$1.47M 0.4% 35