Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.81M Buy
19,355
+5,705
+42% +$1.71M 0.04% 331
2025
Q1
$3.68M Buy
13,650
+1,472
+12% +$396K 0.04% 363
2024
Q4
$2.79M Buy
12,178
+1,753
+17% +$401K 0.03% 397
2024
Q3
$2.34M Buy
10,425
+4,555
+78% +$1.02M 0.05% 339
2024
Q2
$1.32M Buy
5,870
+3,489
+147% +$786K 0.06% 281
2024
Q1
$579K Buy
+2,381
New +$579K 0.08% 241