Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.85M Buy
101,518
+6,682
+7% +$319K 0.22% 61
2025
Q1
$4.32M Buy
94,836
+10,127
+12% +$461K 0.21% 65
2024
Q4
$3.52M Buy
84,709
+3,270
+4% +$136K 0.18% 68
2024
Q3
$3.7M Buy
81,439
+4,656
+6% +$212K 0.18% 70
2024
Q2
$2.96M Buy
+76,783
New +$2.96M 0.16% 73