Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.61M Buy
14,465
+1,581
+12% +$285K 0.02% 560
2025
Q1
$2.21M Buy
12,884
+1,841
+17% +$316K 0.02% 509
2024
Q4
$1.98M Buy
11,043
+1,831
+20% +$329K 0.02% 504
2024
Q3
$1.58M Buy
9,212
+5,782
+169% +$990K 0.03% 418
2024
Q2
$572K Buy
3,430
+2,151
+168% +$359K 0.03% 495
2024
Q1
$234K Buy
+1,279
New +$234K 0.03% 422