Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.32M Buy
17,491
+2,307
+15% +$702K 0.06% 262
2025
Q1
$4.08M Buy
15,184
+3,267
+27% +$877K 0.06% 280
2024
Q4
$2.93M Buy
11,917
+410
+4% +$101K 0.05% 326
2024
Q3
$2.64M Buy
11,507
+1,929
+20% +$442K 0.07% 321
2024
Q2
$1.93M Buy
9,578
+1,742
+22% +$351K 0.05% 383
2024
Q1
$1.53M Buy
7,836
+1,719
+28% +$335K 0.03% 452
2023
Q4
$946K Buy
6,117
+384
+7% +$59.4K 0.02% 574
2023
Q3
$741K Buy
+5,733
New +$741K 0.02% 591