Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
2,270
+34
+2% +$15.6K 0.3% 77
2025
Q1
$1.02M Buy
2,236
+176
+9% +$80.1K 0.31% 62
2024
Q4
$905K Buy
2,060
+374
+22% +$164K 0.28% 81
2024
Q3
$820K Buy
1,686
+37
+2% +$18K 0.26% 97
2024
Q2
$748K Buy
1,649
+132
+9% +$59.9K 0.25% 94
2024
Q1
$675K Buy
1,517
+60
+4% +$26.7K 0.25% 88
2023
Q4
$597K Buy
1,457
+262
+22% +$107K 0.24% 95
2023
Q3
$446K Buy
1,195
+167
+16% +$62.3K 0.2% 97
2023
Q2
$393K Buy
+1,028
New +$393K 0.17% 110