Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.51M Buy
10,723
+45
+0.4% +$10.5K 1.15% 16
2025
Q1
$2.03M Buy
10,678
+501
+5% +$95.3K 0.99% 15
2024
Q4
$2.23M Buy
10,177
+23
+0.2% +$5.05K 1.1% 15
2024
Q3
$1.89M Buy
10,154
+1,927
+23% +$359K 0.93% 19
2024
Q2
$1.59M Buy
8,227
+360
+5% +$69.6K 0.83% 21
2024
Q1
$1.42M Buy
7,867
+156
+2% +$28.1K 0.74% 27
2023
Q4
$1.17M Buy
7,711
+548
+8% +$83.3K 0.66% 31
2023
Q3
$911K Buy
7,163
+920
+15% +$117K 0.57% 45
2023
Q2
$835K Buy
+6,243
New +$835K 0.5% 52