Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.96M Buy
12,406
+148
+1% +$23.4K 0.35% 26
2025
Q1
$1.33M Buy
12,258
+245
+2% +$26.6K 0.26% 30
2024
Q4
$1.61M Buy
12,013
+1,033
+9% +$139K 0.33% 23
2024
Q3
$1.33M Buy
10,980
+1,957
+22% +$238K 0.28% 26
2024
Q2
$1.11M Buy
9,023
+313
+4% +$38.7K 0.27% 25
2024
Q1
$787K Buy
+8,710
New +$787K 0.2% 30