Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$749K Buy
9,457
+6,772
+252% +$536K 0.37% 63
2025
Q1
$241K Buy
2,685
+338
+14% +$30.3K 0.14% 131
2024
Q4
$233K Buy
2,347
+477
+26% +$47.5K 0.15% 110
2024
Q3
$212K Buy
1,870
+139
+8% +$15.8K 0.14% 118
2024
Q2
$214K Buy
1,731
+112
+7% +$13.9K 0.16% 108
2024
Q1
$214K Buy
+1,619
New +$214K 0.17% 102