Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.67M Buy
60,421
+3,747
+7% +$228K 0.14% 117
2025
Q1
$3.25M Buy
56,674
+16,082
+40% +$924K 0.15% 113
2024
Q4
$2.01M Buy
40,592
+7,490
+23% +$370K 0.1% 145
2024
Q3
$1.5M Buy
33,102
+5,865
+22% +$265K 0.09% 173
2024
Q2
$1.18M Buy
27,237
+10,816
+66% +$470K 0.09% 185
2024
Q1
$646K Buy
16,421
+1,425
+10% +$56.1K 0.06% 268
2023
Q4
$608K Buy
+14,996
New +$608K 0.08% 223