Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.97M Buy
80,724
+16,168
+25% +$395K 0.02% 372
2025
Q1
$1.79M Buy
64,556
+12,531
+24% +$347K 0.03% 346
2024
Q4
$1.7M Buy
52,025
+12,443
+31% +$406K 0.04% 317
2024
Q3
$1.42M Buy
39,582
+8,120
+26% +$291K 0.04% 322
2024
Q2
$1.1M Buy
31,462
+9,960
+46% +$349K 0.05% 311
2024
Q1
$650K Buy
21,502
+9,189
+75% +$278K 0.04% 330
2023
Q4
$370K Buy
12,313
+2,669
+28% +$80.3K 0.04% 338
2023
Q3
$248K Buy
+9,644
New +$248K 0.03% 313