Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.29M Buy
6,714
+661
+11% +$127K 0.02% 915
2025
Q1
$979K Buy
6,053
+131
+2% +$21.2K 0.01% 998
2024
Q4
$1.02M Buy
5,922
+383
+7% +$66.1K 0.01% 969
2024
Q3
$898K Buy
5,539
+640
+13% +$104K 0.01% 1023
2024
Q2
$713K Buy
+4,899
New +$713K 0.01% 1118