Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.58M Buy
35,335
+10,951
+45% +$1.42M 0.04% 388
2025
Q1
$2.98M Buy
24,384
+5,239
+27% +$640K 0.03% 422
2024
Q4
$2.21M Buy
19,145
+11,966
+167% +$1.38M 0.03% 469
2024
Q3
$1.08M Buy
7,179
+1,275
+22% +$192K 0.02% 547
2024
Q2
$933K Buy
5,904
+3,788
+179% +$599K 0.04% 372
2024
Q1
$419K Buy
2,116
+691
+48% +$137K 0.06% 305
2023
Q4
$248K Buy
+1,425
New +$248K 0.06% 241