Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.83M Buy
17,936
+4,343
+32% +$686K 1.1% 15
2025
Q1
$1.47M Buy
13,593
+894
+7% +$96.9K 0.7% 18
2024
Q4
$1.71M Buy
12,699
+1,620
+15% +$218K 0.77% 16
2024
Q3
$1.35M Buy
11,079
+2,740
+33% +$333K 0.63% 18
2024
Q2
$1.03M Buy
8,339
+899
+12% +$111K 0.46% 21
2024
Q1
$672K Buy
7,440
+1,380
+23% +$125K 0.31% 26
2023
Q4
$300K Buy
+6,060
New +$300K 0.15% 37