Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
11,398
+1,506
+15% +$143K 0.07% 315
2025
Q1
$963K Buy
9,892
+1,369
+16% +$133K 0.06% 328
2024
Q4
$886K Buy
8,523
+257
+3% +$26.7K 0.06% 350
2024
Q3
$816K Buy
8,266
+2,728
+49% +$269K 0.05% 360
2024
Q2
$570K Buy
+5,538
New +$570K 0.07% 331