Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.65M Buy
5,898
+65
+1% +$18.1K 0.27% 84
2025
Q1
$1.82M Buy
5,833
+2,716
+87% +$846K 0.34% 70
2024
Q4
$812K Buy
3,117
+185
+6% +$48.2K 0.19% 103
2024
Q3
$945K Buy
2,932
+130
+5% +$41.9K 0.23% 94
2024
Q2
$875K Buy
2,802
+104
+4% +$32.5K 0.23% 89
2024
Q1
$767K Buy
2,698
+196
+8% +$55.7K 0.21% 92
2023
Q4
$721K Buy
2,502
+83
+3% +$23.9K 0.63% 39
2023
Q3
$650K Buy
+2,419
New +$650K 0.21% 85