Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.2M Buy
89,927
+31,814
+55% +$778K 0.41% 64
2025
Q1
$1.61M Buy
58,113
+12,384
+27% +$343K 0.32% 85
2024
Q4
$1.49M Buy
45,729
+384
+0.8% +$12.5K 0.3% 90
2024
Q3
$1.63M Buy
45,345
+19,682
+77% +$706K 0.33% 87
2024
Q2
$899K Buy
25,663
+12,863
+100% +$450K 0.2% 128
2024
Q1
$387K Buy
+12,800
New +$387K 0.09% 236