Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.18M Buy
14,591
+144
+1% +$51.1K 0.92% 39
2025
Q1
$5.06M Buy
14,447
+348
+2% +$122K 0.96% 37
2024
Q4
$4.46M Buy
14,099
+1,431
+11% +$452K 0.96% 39
2024
Q3
$3.48M Sell
12,668
-823
-6% -$226K 0.68% 49
2024
Q2
$3.54M Buy
13,491
+2,345
+21% +$616K 0.75% 48
2024
Q1
$3.11M Buy
11,146
+9,392
+535% +$2.62M 0.66% 47
2023
Q4
$457K Buy
+1,754
New +$457K 0.1% 130