Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Buy
4,069
+331
+9% +$95.4K 0.48% 45
2025
Q1
$1.17M Buy
3,738
+27
+0.7% +$8.42K 0.57% 38
2024
Q4
$967K Buy
3,711
+30
+0.8% +$7.82K 0.48% 42
2024
Q3
$1.19M Buy
3,681
+25
+0.7% +$8.06K 0.61% 35
2024
Q2
$1.14M Buy
3,656
+39
+1% +$12.2K 0.65% 35
2024
Q1
$1.03M Buy
3,617
+30
+0.8% +$8.53K 0.6% 35
2023
Q4
$1.03M Buy
3,587
+28
+0.8% +$8.06K 0.68% 33
2023
Q3
$957K Buy
3,559
+28
+0.8% +$7.53K 0.7% 33
2023
Q2
$784K Buy
3,531
+34
+1% +$7.55K 0.57% 37
2023
Q1
$845K Buy
3,497
+32
+0.9% +$7.73K 0.63% 36
2022
Q4
$910K Buy
3,465
+24
+0.7% +$6.3K 0.75% 35
2022
Q3
$776K Buy
3,441
+27
+0.8% +$6.09K 0.72% 36
2022
Q2
$831K Buy
3,414
+26
+0.8% +$6.33K 0.79% 35
2022
Q1
$819K Buy
3,388
+28
+0.8% +$6.77K 0.69% 35
2021
Q4
$756K Buy
+3,360
New +$756K 0.63% 37