Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.11M Buy
13,498
+525
+4% +$81.9K 0.24% 73
2025
Q1
$2.14M Buy
12,973
+216
+2% +$35.6K 0.25% 75
2024
Q4
$2.08M Buy
12,757
+450
+4% +$73.3K 0.23% 73
2024
Q3
$2.4M Buy
12,307
+245
+2% +$47.9K 0.27% 70
2024
Q2
$2.09M Buy
12,062
+2,811
+30% +$487K 0.24% 71
2024
Q1
$1.57M Buy
9,251
+3,265
+55% +$552K 0.18% 85
2023
Q4
$1.18M Buy
5,986
+837
+16% +$165K 0.15% 88
2023
Q3
$896K Buy
5,149
+35
+0.7% +$6.09K 0.12% 90
2023
Q2
$881K Buy
5,114
+1,810
+55% +$312K 0.12% 93
2023
Q1
$550K Buy
3,304
+485
+17% +$80.7K 0.08% 101
2022
Q4
$413K Buy
+2,819
New +$413K 0.06% 118