Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
14,750
+2,322
+19% +$173K 0.07% 251
2025
Q1
$842K Buy
12,428
+1,943
+19% +$132K 0.06% 277
2024
Q4
$650K Buy
10,485
+1,220
+13% +$75.6K 0.06% 296
2024
Q3
$603K Buy
9,265
+3,248
+54% +$211K 0.06% 289
2024
Q2
$323K Buy
6,017
+3,327
+124% +$179K 0.04% 371
2024
Q1
$142K Buy
2,690
+779
+41% +$41.1K 0.03% 509
2023
Q4
$78.5K Buy
+1,911
New +$78.5K 0.02% 652