Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Buy
6,034
+737
+14% +$167K 0.13% 162
2025
Q1
$879K Buy
5,297
+419
+9% +$69.6K 0.09% 192
2024
Q4
$963K Buy
4,878
+1,225
+34% +$242K 0.1% 182
2024
Q3
$634K Buy
3,653
+298
+9% +$51.8K 0.08% 216
2024
Q2
$583K Buy
3,355
+200
+6% +$34.8K 0.09% 217
2024
Q1
$429K Buy
+3,155
New +$429K 0.07% 259