Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.59M Buy
49,829
+10,698
+27% +$1.63M 0.09% 185
2025
Q1
$5.75M Buy
39,131
+7,513
+24% +$1.1M 0.11% 178
2024
Q4
$4.08M Buy
31,618
+7,463
+31% +$963K 0.1% 195
2024
Q3
$3.3M Buy
24,155
+4,872
+25% +$666K 0.1% 186
2024
Q2
$1.97M Buy
19,283
+3,368
+21% +$344K 0.08% 218
2024
Q1
$1.41M Buy
15,915
+1,527
+11% +$135K 0.09% 211
2023
Q4
$1.32M Buy
14,388
+2,583
+22% +$236K 0.12% 156
2023
Q3
$924K Buy
+11,805
New +$924K 0.12% 156