Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.92M Buy
8,477
+184
+2% +$41.7K 1.16% 18
2025
Q1
$1.38M Buy
8,293
+470
+6% +$78K 1.02% 18
2024
Q4
$1.54M Buy
+7,823
New +$1.54M 1.07% 16
2024
Q2
$1.32M Buy
7,592
+361
+5% +$62.7K 1.02% 18
2024
Q1
$984K Buy
7,231
+166
+2% +$22.6K 0.83% 20
2023
Q4
$735K Buy
+7,065
New +$735K 0.73% 20