Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.31M Buy
158,322
+23,270
+17% +$487K 0.02% 416
2025
Q1
$3.24M Buy
135,052
+22,425
+20% +$538K 0.02% 412
2024
Q4
$2.4M Buy
112,627
+7,063
+7% +$151K 0.01% 477
2024
Q3
$2.44M Buy
105,564
+19,686
+23% +$455K 0.01% 476
2024
Q2
$1.56M Buy
85,878
+14,784
+21% +$269K 0.01% 526
2024
Q1
$1.53M Sell
71,094
-12,077
-15% -$259K 0.01% 552
2023
Q4
$1.79M Buy
+83,171
New +$1.79M 0.01% 515