Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.21M Buy
14,086
+490
+4% +$76.8K 0.23% 35
2025
Q1
$1.76M Buy
13,596
+2,001
+17% +$258K 0.2% 40
2024
Q4
$1.66M Buy
11,595
+1,225
+12% +$175K 0.18% 37
2024
Q3
$1.55M Buy
10,370
+204
+2% +$30.5K 0.18% 36
2024
Q2
$1.31M Buy
10,166
+801
+9% +$103K 0.15% 38
2024
Q1
$1.27M Buy
9,365
+480
+5% +$65.3K 0.15% 38
2023
Q4
$1.06M Buy
8,885
+1,100
+14% +$131K 0.14% 40
2023
Q3
$762K Buy
7,785
+475
+6% +$46.5K 0.12% 38
2023
Q2
$681K Buy
7,310
+570
+8% +$53.1K 0.1% 43
2023
Q1
$582K Buy
6,740
+310
+5% +$26.8K 0.1% 43
2022
Q4
$521K Buy
6,430
+240
+4% +$19.5K 0.1% 38
2022
Q3
$404K Buy
+6,190
New +$404K 0.08% 40