Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Buy
15,945
+2,835
+22% +$182K 0.06% 265
2025
Q1
$912K Buy
13,110
+5,378
+70% +$374K 0.07% 261
2024
Q4
$561K Buy
7,732
+686
+10% +$49.8K 0.05% 333
2024
Q3
$591K Buy
7,046
+1,308
+23% +$110K 0.06% 296
2024
Q2
$383K Buy
5,738
+453
+9% +$30.2K 0.05% 329
2024
Q1
$417K Buy
5,285
+504
+11% +$39.8K 0.08% 221
2023
Q4
$322K Buy
+4,781
New +$322K 0.09% 209