Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.76M Buy
8,015
+679
+9% +$319K 0.24% 61
2025
Q1
$3.42M Buy
7,336
+1,488
+25% +$693K 0.26% 70
2024
Q4
$2.45M Buy
5,848
+340
+6% +$142K 0.21% 79
2024
Q3
$2.63M Buy
5,508
+747
+16% +$356K 0.26% 68
2024
Q2
$2.09M Buy
4,761
+1,763
+59% +$774K 0.28% 52
2024
Q1
$1.39M Buy
2,998
+178
+6% +$82.6K 0.28% 53
2023
Q4
$1.14M Buy
+2,820
New +$1.14M 0.31% 51