Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.86M Buy
16,480
+1,016
+7% +$115K 0.19% 123
2025
Q1
$1.43M Buy
15,464
+587
+4% +$54.4K 0.16% 134
2024
Q4
$1.59M Buy
14,877
+730
+5% +$78K 0.17% 133
2024
Q3
$1.46M Buy
14,147
+166
+1% +$17.1K 0.19% 135
2024
Q2
$1.23M Buy
13,981
+152
+1% +$13.4K 0.17% 148
2024
Q1
$1.36M Buy
13,829
+1,383
+11% +$136K 0.19% 135
2023
Q4
$1.15M Buy
12,446
+430
+4% +$39.7K 0.18% 146
2023
Q3
$998K Buy
12,016
+81
+0.7% +$6.73K 0.15% 161
2023
Q2
$1.01M Hold
11,935
0.15% 166
2023
Q1
$1.01M Buy
+11,935
New +$1.01M 0.16% 164