Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.91M Buy
64,412
+260
+0.4% +$23.9K 0.92% 39
2025
Q1
$5.64M Buy
64,152
+442
+0.7% +$38.9K 0.92% 41
2024
Q4
$5.89M Buy
63,710
+359
+0.6% +$33.2K 1.01% 30
2024
Q3
$5.88M Buy
63,351
+10,383
+20% +$963K 0.91% 41
2024
Q2
$3.97M Buy
+52,968
New +$3.97M 0.66% 56