Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.61M Buy
462,108
+26,729
+6% +$151K 0.03% 702
2025
Q1
$2.75M Buy
435,379
+17,621
+4% +$111K 0.04% 601
2024
Q4
$2.74M Buy
417,758
+75,298
+22% +$495K 0.04% 588
2024
Q3
$1.62M Buy
342,460
+17,420
+5% +$82.2K 0.03% 743
2024
Q2
$1.75M Buy
325,040
+23,400
+8% +$126K 0.03% 649
2024
Q1
$1.49M Buy
301,640
+122,480
+68% +$606K 0.03% 706
2023
Q4
$699K Buy
+179,160
New +$699K 0.02% 905