Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.61M Buy
138,280
+1,447
+1% +$27.3K 0.4% 49
2025
Q1
$2.18M Buy
136,833
+29,943
+28% +$477K 0.39% 52
2024
Q4
$2.02M Buy
106,890
+14,207
+15% +$269K 0.33% 68
2024
Q3
$1.43M Buy
92,683
+77,898
+527% +$1.2M 0.24% 98
2024
Q2
$208K Buy
+14,785
New +$208K 0.04% 258