Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.51M Buy
3,959
+504
+15% +$193K 0.46% 59
2025
Q1
$1.33M Buy
3,455
+237
+7% +$90.9K 0.46% 64
2024
Q4
$1.33M Buy
3,218
+152
+5% +$62.7K 0.46% 64
2024
Q3
$1.59M Buy
3,066
+127
+4% +$65.8K 0.58% 50
2024
Q2
$1.63M Buy
2,939
+356
+14% +$198K 0.63% 44
2024
Q1
$1.3M Buy
+2,583
New +$1.3M 0.53% 53