Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.64M Buy
4,601
+373
+9% +$133K 0.03% 100
2025
Q1
$1.69M Buy
4,228
+185
+5% +$73.8K 0.03% 106
2024
Q4
$1.45M Buy
4,043
+334
+9% +$120K 0.03% 118
2024
Q3
$1.28M Buy
3,709
+2,066
+126% +$715K 0.04% 116
2024
Q2
$482K Buy
1,643
+6
+0.4% +$1.76K 0.01% 191
2024
Q1
$546K Buy
+1,637
New +$546K 0.02% 183