Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.94M Buy
25,724
+13,542
+111% +$3.66M 0.05% 304
2025
Q1
$3.03M Buy
12,182
+2,818
+30% +$702K 0.03% 419
2024
Q4
$2.17M Buy
9,364
+1,699
+22% +$394K 0.03% 476
2024
Q3
$1.95M Buy
7,665
+1,360
+22% +$346K 0.04% 371
2024
Q2
$1.49M Buy
6,305
+5,318
+539% +$1.26M 0.07% 253
2024
Q1
$228K Buy
+987
New +$228K 0.03% 429