Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.86M Buy
291,539
+43,073
+17% +$865K 0.25% 131
2025
Q1
$6.02M Buy
248,466
+105,404
+74% +$2.56M 0.27% 126
2024
Q4
$4.84M Buy
143,062
+51,051
+55% +$1.73M 0.21% 148
2024
Q3
$4.42M Buy
92,011
+51,251
+126% +$2.46M 0.19% 162
2024
Q2
$1.92M Buy
40,760
+31,587
+344% +$1.49M 0.15% 212
2024
Q1
$539K Buy
+9,173
New +$539K 0.07% 376