Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.27M Buy
8,129
+277
+4% +$77.3K 0.91% 48
2025
Q1
$2.45M Buy
7,852
+366
+5% +$114K 1.09% 34
2024
Q4
$1.95M Buy
7,486
+742
+11% +$193K 0.88% 46
2024
Q3
$2.17M Buy
6,744
+494
+8% +$159K 0.96% 42
2024
Q2
$1.95M Buy
6,250
+731
+13% +$228K 1% 41
2024
Q1
$1.57M Buy
5,519
+3,133
+131% +$891K 0.85% 50
2023
Q4
$344K Buy
2,386
+1,202
+102% +$173K 0.2% 82
2023
Q3
$318K Buy
+1,184
New +$318K 0.2% 85