Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.68M Buy
19,433
+6,041
+45% +$522K 0.03% 371
2025
Q1
$697K Buy
13,392
+1,712
+15% +$89.1K 0.01% 467
2024
Q4
$643K Buy
11,680
+240
+2% +$13.2K 0.01% 477
2024
Q3
$765K Buy
+11,440
New +$765K 0.01% 469