Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Buy
2,918
+280
+11% +$108K 0.69% 60
2025
Q1
$1.01M Buy
2,638
+303
+13% +$116K 0.67% 57
2024
Q4
$1.04M Buy
2,335
+862
+59% +$383K 0.73% 54
2024
Q3
$763K Buy
1,473
+4
+0.3% +$2.07K 0.51% 63
2024
Q2
$816K Buy
1,469
+471
+47% +$262K 0.61% 45
2024
Q1
$504K Buy
998
+191
+24% +$96.4K 0.39% 73
2023
Q4
$481K Buy
+807
New +$481K 0.43% 64