Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.7M Buy
62,610
+15,043
+32% +$3.29M 0.19% 127
2025
Q1
$6.65M Buy
47,567
+18,824
+65% +$2.63M 0.1% 143
2024
Q4
$4.79M Buy
28,743
+2,514
+10% +$419K 0.08% 118
2024
Q3
$4.47M Buy
26,229
+14,675
+127% +$2.5M 0.09% 116
2024
Q2
$1.63M Buy
11,554
+1,421
+14% +$201K 0.04% 121
2024
Q1
$1.27M Buy
10,133
+7,400
+271% +$930K 0.03% 123
2023
Q4
$288K Buy
+2,733
New +$288K 0.01% 120