Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
14,819
+699
+5% +$48.2K 0.06% 266
2025
Q1
$974K Buy
14,120
+2,326
+20% +$160K 0.07% 248
2024
Q4
$726K Buy
11,794
+1,481
+14% +$91.2K 0.06% 276
2024
Q3
$640K Buy
10,313
+1,686
+20% +$105K 0.06% 275
2024
Q2
$457K Buy
8,627
+3,525
+69% +$187K 0.06% 278
2024
Q1
$272K Buy
5,102
+1,314
+35% +$70.1K 0.06% 316
2023
Q4
$192K Buy
+3,788
New +$192K 0.05% 315