Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Buy
18,088
+4,807
+36% +$362K 0.02% 528
2025
Q1
$927K Buy
13,281
+1,295
+11% +$90.4K 0.02% 615
2024
Q4
$733K Buy
11,986
+1,444
+14% +$88.3K 0.01% 685
2024
Q3
$651K Sell
10,542
-159
-1% -$9.81K 0.02% 696
2024
Q2
$608K Buy
10,701
+159
+2% +$9.04K 0.01% 716
2024
Q1
$651K Buy
+10,542
New +$651K 0.02% 695