Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.29M Buy
29,638
+9,813
+49% +$1.75M 0.07% 237
2025
Q1
$3.18M Buy
19,825
+5,074
+34% +$813K 0.06% 262
2024
Q4
$2.57M Buy
14,751
+2,499
+20% +$435K 0.06% 262
2024
Q3
$2.77M Buy
12,252
+1,930
+19% +$437K 0.08% 216
2024
Q2
$2.31M Buy
10,322
+3,018
+41% +$676K 0.1% 192
2024
Q1
$1.87M Buy
7,304
+981
+16% +$251K 0.12% 167
2023
Q4
$1.44M Buy
6,323
+4,836
+325% +$1.1M 0.14% 146
2023
Q3
$300K Buy
+1,487
New +$300K 0.04% 279