Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$833K Buy
2,152
+650
+43% +$251K 0.1% 181
2025
Q1
$576K Buy
1,502
+25
+2% +$9.59K 0.07% 204
2024
Q4
$657K Buy
1,477
+92
+7% +$40.9K 0.08% 187
2024
Q3
$717K Buy
1,385
+135
+11% +$69.9K 0.09% 183
2024
Q2
$694K Buy
1,250
+95
+8% +$52.8K 0.1% 178
2024
Q1
$583K Buy
1,155
+593
+106% +$299K 0.08% 193
2023
Q4
$335K Sell
562
-136
-19% -$81.1K 0.05% 238
2023
Q3
$356K Buy
698
+35
+5% +$17.8K 0.06% 233
2023
Q2
$324K Buy
663
+60
+10% +$29.3K 0.05% 247
2023
Q1
$232K Sell
603
-38
-6% -$14.6K 0.04% 274
2022
Q4
$216K Buy
+641
New +$216K 0.03% 286