Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.83M Buy
4,151
+311
+8% +$137K 0.03% 390
2025
Q1
$1.95M Buy
3,840
+1,547
+67% +$786K 0.03% 338
2024
Q4
$1.09M Buy
2,293
+1,229
+116% +$583K 0.02% 545
2024
Q3
$527K Buy
1,064
+392
+58% +$194K 0.01% 873
2024
Q2
$310K Buy
+672
New +$310K 0.01% 1083