Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.7M Buy
157,957
+104,185
+194% +$7.69M 0.07% 218
2025
Q1
$3.31M Buy
53,772
+25,855
+93% +$1.59M 0.03% 447
2024
Q4
$1.56M Buy
27,917
+12,091
+76% +$676K 0.02% 563
2024
Q3
$1.14M Buy
15,826
+4,892
+45% +$354K 0.01% 505
2024
Q2
$640K Buy
10,934
+3,762
+52% +$220K 0.01% 586
2024
Q1
$405K Buy
7,172
+78
+1% +$4.41K 0.01% 697
2023
Q4
$362K Buy
+7,094
New +$362K 0.01% 674