Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.87M Buy
200,194
+5,737
+3% +$53.5K 0.09% 105
2025
Q1
$14.2M Buy
194,457
+789
+0.4% +$57.5K 0.77% 37
2024
Q4
$11.7M Buy
193,668
+7,829
+4% +$472K 0.65% 43
2024
Q3
$14M Buy
185,839
+6,962
+4% +$523K 0.82% 35
2024
Q2
$13M Buy
178,877
+8,152
+5% +$592K 0.83% 32
2024
Q1
$13.1M Buy
+170,725
New +$13.1M 0.89% 31