Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.39M Buy
66,754
+2,152
+3% +$44.7K 0.01% 1190
2025
Q1
$1.14M Buy
64,602
+3,387
+6% +$60K 0.01% 1123
2024
Q4
$950K Buy
61,215
+3,116
+5% +$48.4K 0.01% 1059
2024
Q3
$894K Buy
58,099
+17,476
+43% +$269K 0.01% 972
2024
Q2
$555K Buy
40,623
+11,160
+38% +$153K 0.01% 1004
2024
Q1
$413K Buy
29,463
+1,934
+7% +$27.1K 0.01% 996
2023
Q4
$370K Buy
27,529
+13,609
+98% +$183K 0.01% 905
2023
Q3
$178K Buy
+13,920
New +$178K 0.01% 985