Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.83M Buy
35,476
+2,470
+7% +$336K 0.22% 62
2025
Q1
$4.38M Buy
33,006
+2,891
+10% +$383K 0.22% 64
2024
Q4
$3.41M Buy
30,115
+3,141
+12% +$355K 0.17% 71
2024
Q3
$3.08M Buy
26,974
+3,679
+16% +$419K 0.15% 76
2024
Q2
$2.42M Buy
+23,295
New +$2.42M 0.13% 81