Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.32M Buy
6,501
+977
+18% +$349K 0.86% 40
2025
Q1
$1.5M Buy
5,524
+332
+6% +$90.2K 0.59% 55
2024
Q4
$1.72M Buy
5,192
+326
+7% +$108K 0.67% 51
2024
Q3
$1.61M Buy
4,866
+3,273
+205% +$1.08M 0.62% 54
2024
Q2
$499K Buy
1,593
+706
+80% +$221K 0.21% 91
2024
Q1
$277K Buy
+887
New +$277K 0.12% 113