Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.35M Buy
10,699
+3,642
+52% +$799K 1.83% 7
2025
Q1
$1.34M Buy
7,057
+2,921
+71% +$556K 1.12% 10
2024
Q4
$907K Buy
4,136
+1,577
+62% +$346K 0.73% 10
2024
Q3
$477K Buy
2,559
+2
+0.1% +$373 0.4% 13
2024
Q2
$494K Buy
2,557
+1,029
+67% +$199K 0.44% 11
2024
Q1
$276K Buy
+1,528
New +$276K 0.25% 22