Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43M Buy
4,842
+1,240
+34% +$367K 0.28% 80
2025
Q1
$934K Buy
3,602
+537
+18% +$139K 0.21% 74
2024
Q4
$1.24M Buy
3,065
+303
+11% +$122K 0.29% 73
2024
Q3
$723K Buy
2,762
+514
+23% +$134K 0.17% 94
2024
Q2
$445K Buy
+2,248
New +$445K 0.12% 115