Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.57M Buy
4,928
+750
+18% +$238K 0.45% 26
2025
Q1
$1.08M Buy
4,178
+566
+16% +$147K 0.35% 26
2024
Q4
$1.46M Buy
3,612
+52
+1% +$21K 0.48% 22
2024
Q3
$931K Buy
3,560
+289
+9% +$75.6K 0.33% 25
2024
Q2
$647K Buy
3,271
+1,411
+76% +$279K 0.25% 28
2024
Q1
$327K Buy
1,860
+714
+62% +$126K 0.14% 33
2023
Q4
$285K Buy
1,146
+297
+35% +$73.8K 0.14% 21
2023
Q3
$212K Buy
+849
New +$212K 0.12% 25