Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11M Buy
117,690
+28,696
+32% +$2.68M 0.08% 224
2025
Q1
$6.62M Buy
88,994
+26,364
+42% +$1.96M 0.07% 246
2024
Q4
$4.04M Buy
62,630
+16,826
+37% +$1.08M 0.05% 317
2024
Q3
$3.44M Buy
45,804
+27,993
+157% +$2.1M 0.07% 260
2024
Q2
$1.29M Buy
17,811
+14,821
+496% +$1.08M 0.06% 285
2024
Q1
$230K Buy
+2,990
New +$230K 0.03% 426