Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.41M Buy
17,802
+2,364
+15% +$187K 0.54% 51
2025
Q1
$1.39M Buy
15,438
+1,275
+9% +$114K 0.58% 44
2024
Q4
$1.41M Buy
14,163
+2,579
+22% +$257K 0.61% 38
2024
Q3
$1.21M Buy
11,584
+401
+4% +$42K 0.53% 40
2024
Q2
$1.38M Buy
11,183
+97
+0.9% +$12K 0.67% 31
2024
Q1
$1.46M Buy
+11,086
New +$1.46M 0.73% 31