Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5M Buy
14,079
+2
+0% +$710 0.4% 31
2025
Q1
$4.93M Buy
14,077
+82
+0.6% +$28.7K 0.44% 31
2024
Q4
$4.42M Buy
13,995
+59
+0.4% +$18.6K 0.39% 31
2024
Q3
$3.83M Buy
13,936
+536
+4% +$147K 0.34% 35
2024
Q2
$3.52M Buy
+13,400
New +$3.52M 0.35% 33