Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.68M Buy
5,518
+652
+13% +$198K 0.11% 163
2025
Q1
$1.31M Buy
4,866
+698
+17% +$187K 0.1% 187
2024
Q4
$1.03M Buy
4,168
+500
+14% +$123K 0.09% 203
2024
Q3
$840K Buy
3,668
+743
+25% +$170K 0.08% 222
2024
Q2
$590K Buy
2,925
+131
+5% +$26.4K 0.08% 230
2024
Q1
$545K Buy
2,794
+328
+13% +$64K 0.11% 168
2023
Q4
$427K Buy
+2,466
New +$427K 0.12% 153