Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.48M Buy
25,696
+1,535
+6% +$148K 0.11% 117
2025
Q1
$1.75M Buy
24,161
+3,603
+18% +$260K 0.09% 134
2024
Q4
$1.36M Buy
20,558
+643
+3% +$42.4K 0.07% 168
2024
Q3
$1.49M Buy
19,915
+1,951
+11% +$146K 0.08% 144
2024
Q2
$1.3M Buy
17,964
+2,601
+17% +$188K 0.08% 156
2024
Q1
$1.15M Buy
15,363
+2,216
+17% +$167K 0.08% 160
2023
Q4
$776K Buy
13,147
+2,465
+23% +$145K 0.06% 209
2023
Q3
$485K Buy
10,682
+3,151
+42% +$143K 0.05% 262
2023
Q2
$337K Buy
+7,531
New +$337K 0.04% 355