Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.26M Buy
20,680
+7,064
+52% +$2.48M 0.09% 194
2025
Q1
$4.31M Buy
13,616
+3,165
+30% +$1M 0.08% 216
2024
Q4
$3.53M Buy
10,451
+1,833
+21% +$618K 0.08% 217
2024
Q3
$2.75M Buy
8,618
+1,369
+19% +$436K 0.08% 218
2024
Q2
$2.33M Buy
7,249
+2,193
+43% +$705K 0.1% 188
2024
Q1
$1.76M Buy
5,056
+948
+23% +$329K 0.11% 181
2023
Q4
$1.49M Buy
4,108
+361
+10% +$131K 0.14% 143
2023
Q3
$1.11M Buy
+3,747
New +$1.11M 0.14% 138