Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.52M Buy
35,158
+6,848
+24% +$880K 0.03% 394
2025
Q1
$2.12M Buy
28,310
+9,988
+55% +$748K 0.02% 522
2024
Q4
$2.32M Buy
18,322
+10,719
+141% +$1.36M 0.03% 450
2024
Q3
$757K Buy
+7,603
New +$757K 0.01% 679