Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.79M Buy
25,567
+13,330
+109% +$3.02M 0.52% 52
2025
Q1
$2.03M Buy
12,237
+1,918
+19% +$318K 0.19% 89
2024
Q4
$2.04M Buy
10,319
+1,959
+23% +$387K 0.19% 88
2024
Q3
$1.45M Buy
8,360
+3,358
+67% +$583K 0.14% 93
2024
Q2
$869K Buy
+5,002
New +$869K 0.09% 103