Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31M Buy
16,509
+1,654
+11% +$131K 0.99% 27
2025
Q1
$1.33M Buy
14,855
+2,326
+19% +$209K 1.18% 26
2024
Q4
$1.25M Buy
12,529
+557
+5% +$55.4K 1.05% 27
2024
Q3
$1.36M Buy
11,972
+438
+4% +$49.7K 1.09% 29
2024
Q2
$1.43M Buy
11,534
+353
+3% +$43.7K 1.2% 25
2024
Q1
$1.48M Buy
11,181
+1,820
+19% +$240K 1.31% 21
2023
Q4
$1.02M Buy
+9,361
New +$1.02M 1.04% 33