Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.34M Buy
44,138
+8,767
+25% +$664K 1.16% 35
2025
Q1
$2.65M Buy
35,371
+3,948
+13% +$296K 1.12% 33
2024
Q4
$2.4M Buy
31,423
+1,008
+3% +$77.1K 1% 44
2024
Q3
$2.37M Buy
30,415
+1,840
+6% +$144K 1.17% 36
2024
Q2
$2.04M Buy
28,575
+255
+0.9% +$18.2K 0.97% 42
2024
Q1
$2.3M Buy
28,320
+4,757
+20% +$386K 1.12% 36
2023
Q4
$1.72M Buy
+23,563
New +$1.72M 1.09% 40