Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.83M Buy
12,448
+2,688
+28% +$611K 0.98% 47
2025
Q1
$2.38M Buy
9,760
+85
+0.9% +$20.7K 1.01% 46
2024
Q4
$2.72M Buy
9,675
+447
+5% +$126K 1.13% 31
2024
Q3
$2.53M Buy
9,228
+559
+6% +$153K 1.25% 32
2024
Q2
$2.51M Buy
8,669
+77
+0.9% +$22.3K 1.19% 29
2024
Q1
$2.49M Sell
8,592
-432
-5% -$125K 1.21% 27
2023
Q4
$2.28M Buy
+9,024
New +$2.28M 1.44% 21