Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.04M Buy
8,988
+1,336
+17% +$303K 0.61% 36
2025
Q1
$1.27M Buy
7,652
+1,289
+20% +$214K 0.44% 41
2024
Q4
$1.26M Buy
6,363
+2,859
+82% +$565K 0.41% 41
2024
Q3
$609K Buy
+3,504
New +$609K 0.24% 45