Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74M Buy
189,301
+20,589
+12% +$189K 0.05% 380
2025
Q1
$1.64M Buy
168,712
+30,522
+22% +$296K 0.05% 344
2024
Q4
$1.3M Buy
138,190
+18,821
+16% +$177K 0.04% 394
2024
Q3
$1.35M Buy
119,369
+32,453
+37% +$368K 0.05% 349
2024
Q2
$850K Buy
86,916
+8,426
+11% +$82.4K 0.04% 359
2024
Q1
$747K Buy
+78,490
New +$747K 0.03% 447