Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.04M Buy
13,416
+344
+3% +$77.9K 0.52% 65
2025
Q1
$2.17M Buy
13,072
+410
+3% +$68.1K 0.39% 79
2024
Q4
$2.5M Buy
12,662
+449
+4% +$88.7K 0.46% 67
2024
Q3
$2.12M Buy
12,213
+1,313
+12% +$228K 0.39% 81
2024
Q2
$1.74M Buy
10,900
+442
+4% +$70.7K 0.34% 89
2024
Q1
$1.42M Buy
10,458
+1,719
+20% +$234K 0.29% 104
2023
Q4
$909K Buy
+8,739
New +$909K 0.23% 119