Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Buy
14,106
+844
+6% +$78.7K 0.32% 66
2025
Q1
$966K Buy
13,262
+619
+5% +$45.1K 0.27% 69
2024
Q4
$763K Buy
12,643
+3,382
+37% +$204K 0.23% 82
2024
Q3
$696K Buy
+9,261
New +$696K 0.22% 77