Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.71M Buy
118,096
+18,469
+19% +$893K 0.04% 339
2025
Q1
$5.59M Buy
99,627
+7,988
+9% +$448K 0.06% 276
2024
Q4
$4.43M Buy
91,639
+32,215
+54% +$1.56M 0.05% 299
2024
Q3
$3.43M Buy
59,424
+34,683
+140% +$2M 0.07% 261
2024
Q2
$1.2M Buy
24,741
+14,979
+153% +$727K 0.05% 301
2024
Q1
$474K Buy
+9,762
New +$474K 0.07% 276