Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Buy
7,946
+2,259
+40% +$403K 0.01% 820
2025
Q1
$916K Buy
5,687
+736
+15% +$119K 0.01% 871
2024
Q4
$850K Buy
4,951
+1,044
+27% +$179K 0.01% 840
2024
Q3
$882K Buy
3,907
+1,090
+39% +$246K 0.02% 612
2024
Q2
$631K Buy
+2,817
New +$631K 0.03% 463