Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Buy
13,982
+1,355
+11% +$103K 0.1% 137
2025
Q1
$948K Buy
12,627
+597
+5% +$44.8K 0.11% 134
2024
Q4
$920K Buy
12,030
+2,087
+21% +$160K 0.11% 135
2024
Q3
$776K Buy
9,943
+706
+8% +$55.1K 0.08% 188
2024
Q2
$659K Buy
9,237
+2,774
+43% +$198K 0.07% 207
2024
Q1
$525K Buy
6,463
+3,207
+98% +$260K 0.06% 230
2023
Q4
$238K Buy
+3,256
New +$238K 0.03% 296