Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$701K Buy
11,534
+1,795
+18% +$109K 0.04% 373
2025
Q1
$559K Buy
9,739
+1,929
+25% +$111K 0.04% 376
2024
Q4
$386K Buy
7,810
+1,735
+29% +$85.8K 0.03% 450
2024
Q3
$275K Buy
6,075
+1,360
+29% +$61.5K 0.03% 494
2024
Q2
$205K Buy
4,715
+1,247
+36% +$54.2K 0.03% 497
2024
Q1
$137K Buy
3,468
+452
+15% +$17.8K 0.03% 526
2023
Q4
$119K Buy
+3,016
New +$119K 0.03% 476