Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Buy
4,975
+1,117
+29% +$244K 0.07% 254
2025
Q1
$525K Buy
3,858
+860
+29% +$117K 0.04% 396
2024
Q4
$431K Buy
2,998
+1,364
+83% +$196K 0.04% 402
2024
Q3
$196K Buy
1,634
+837
+105% +$100K 0.02% 635
2024
Q2
$86.7K Buy
797
+106
+15% +$11.5K 0.01% 854
2024
Q1
$92.6K Buy
691
+48
+7% +$6.43K 0.02% 684
2023
Q4
$80.6K Buy
+643
New +$80.6K 0.02% 632