Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$704K Buy
14,637
+1,332
+10% +$64.1K 0.06% 75
2025
Q1
$646K Buy
13,305
+1,914
+17% +$92.9K 0.06% 77
2024
Q4
$556K Buy
11,391
+3,797
+50% +$185K 0.05% 77
2024
Q3
$472K Sell
7,594
-1,182
-13% -$73.4K 0.04% 84
2024
Q2
$501K Buy
8,776
+1,732
+25% +$98.9K 0.05% 73
2024
Q1
$406K Buy
+7,044
New +$406K 0.04% 80