Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.7M Buy
171,543
+86,363
+101% +$1.86M 0.05% 397
2025
Q1
$1.15M Buy
85,180
+18,423
+28% +$249K 0.02% 745
2024
Q4
$1.06M Buy
66,757
+38,747
+138% +$616K 0.02% 756
2024
Q3
$442K Buy
+28,010
New +$442K 0.01% 1084