Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.09M Buy
12,127
+3,947
+48% +$681K 0.02% 648
2025
Q1
$1.5M Buy
8,180
+2,513
+44% +$462K 0.02% 649
2024
Q4
$1.12M Buy
5,667
+2,413
+74% +$475K 0.01% 725
2024
Q3
$582K Buy
3,254
+1,896
+140% +$339K 0.01% 795
2024
Q2
$278K Buy
1,358
+467
+52% +$95.7K 0.01% 735
2024
Q1
$224K Buy
+891
New +$224K 0.03% 433