Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.4M Buy
36,627
+12,817
+54% +$1.54M 0.03% 403
2025
Q1
$3.5M Buy
23,810
+974
+4% +$143K 0.04% 379
2024
Q4
$3.72M Buy
22,836
+14,397
+171% +$2.35M 0.04% 338
2024
Q3
$1.36M Buy
8,439
+5,946
+239% +$961K 0.03% 454
2024
Q2
$340K Buy
+2,493
New +$340K 0.01% 670