Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.51M Buy
13,303
+110
+0.8% +$12.5K 0.81% 36
2025
Q1
$1.74M Buy
13,193
+180
+1% +$23.8K 1.04% 29
2024
Q4
$1.1M Buy
13,013
+135
+1% +$11.4K 0.7% 38
2024
Q3
$1.37M Buy
12,878
+1,168
+10% +$124K 0.9% 37
2024
Q2
$843K Buy
11,710
+1,473
+14% +$106K 0.62% 47
2024
Q1
$741K Buy
10,237
+1,450
+17% +$105K 0.57% 49
2023
Q4
$681K Buy
+8,787
New +$681K 0.56% 50