Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.28M Buy
33,207
+9,795
+42% +$966K 0.16% 75
2025
Q1
$2.44M Buy
23,412
+1,261
+6% +$132K 0.13% 90
2024
Q4
$2.99M Buy
22,151
+1,349
+6% +$182K 0.17% 75
2024
Q3
$3.24M Buy
20,802
+629
+3% +$98K 0.19% 65
2024
Q2
$2.99M Buy
20,173
+387
+2% +$57.3K 0.19% 65
2024
Q1
$3.51M Buy
19,786
+91
+0.5% +$16.1K 0.23% 53
2023
Q4
$2.81M Buy
19,695
+1,099
+6% +$157K 0.21% 60
2023
Q3
$2.06M Buy
+18,596
New +$2.06M 0.17% 79
2022
Q2
Sell
-5,250
Closed -$1.12M 245
2022
Q1
$1.12M Buy
+5,250
New +$1.12M 0.11% 93