Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Buy
17,337
+6,359
+58% +$448K 0.02% 564
2025
Q1
$804K Buy
10,978
+485
+5% +$35.5K 0.01% 649
2024
Q4
$657K Buy
10,493
+322
+3% +$20.2K 0.01% 740
2024
Q3
$671K Buy
+10,171
New +$671K 0.01% 707