Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.11M Buy
374,673
+34,235
+10% +$193K 0.83% 36
2025
Q1
$1.56M Buy
340,438
+123,769
+57% +$568K 0.68% 45
2024
Q4
$1.34M Buy
216,669
+2,547
+1% +$15.8K 0.53% 52
2024
Q3
$1.46M Buy
214,122
+33,278
+18% +$228K 0.59% 49
2024
Q2
$964K Buy
180,844
+39,928
+28% +$213K 0.39% 70
2024
Q1
$702K Buy
140,916
+54,648
+63% +$272K 0.29% 94
2023
Q4
$600K Sell
86,268
-1
-0% -$7 0.25% 104
2023
Q3
$509K Buy
86,269
+55,076
+177% +$325K 0.24% 111
2023
Q2
$258K Buy
+31,193
New +$258K 0.12% 141