Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
14,732
+1,690
+13% +$120K 0.32% 59
2025
Q1
$828K Buy
+13,042
New +$828K 0.26% 73
2024
Q2
$857K Buy
11,377
+614
+6% +$46.3K 0.27% 69
2024
Q1
$1.01M Buy
10,763
+1
+0% +$94 0.31% 61
2023
Q4
$1.17M Sell
10,762
-1,008
-9% -$109K 0.37% 52
2023
Q3
$1.13M Buy
11,770
+1,148
+11% +$110K 0.4% 49
2023
Q2
$1.15M Buy
+10,622
New +$1.15M 0.38% 46
2019
Q3
$1.03M Buy
+11,660
New +$1.03M 0.31% 63