Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.25M Buy
7,634
+1,092
+17% +$322K 0.17% 58
2025
Q1
$1.63M Buy
6,542
+444
+7% +$110K 0.14% 65
2024
Q4
$1.34M Buy
6,098
+331
+6% +$72.8K 0.13% 59
2024
Q3
$1.28M Buy
+5,767
New +$1.28M 0.14% 64