Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Buy
4,104
+1,063
+35% +$292K 0.01% 930
2025
Q1
$1.09M Buy
3,041
+426
+16% +$153K 0.01% 790
2024
Q4
$1.22M Buy
2,615
+772
+42% +$360K 0.01% 684
2024
Q3
$806K Buy
1,843
+798
+76% +$349K 0.02% 655
2024
Q2
$496K Buy
+1,045
New +$496K 0.02% 545