Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2M Buy
16,570
+1,409
+9% +$170K 0.04% 237
2025
Q1
$1.77M Buy
15,161
+3,623
+31% +$422K 0.04% 234
2024
Q4
$1.38M Buy
11,538
+953
+9% +$114K 0.03% 295
2024
Q3
$1.13M Buy
10,585
+2,105
+25% +$224K 0.03% 349
2024
Q2
$801K Buy
8,480
+4,580
+117% +$432K 0.02% 393
2024
Q1
$431K Buy
+3,900
New +$431K 0.01% 545