Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.72M Buy
+16,427
New +$3.72M 0.97% 19
2024
Q4
$3.31M Buy
16,749
+963
+6% +$190K 0.99% 19
2024
Q3
$2.74M Buy
15,786
+1,122
+8% +$195K 0.83% 24
2024
Q2
$2.55M Buy
14,664
+1,785
+14% +$310K 0.82% 25
2024
Q1
$1.75M Buy
+12,879
New +$1.75M 0.6% 39