Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.7M Buy
18,217
+6,440
+55% +$601K 0.38% 61
2025
Q1
$858K Buy
11,777
+1,507
+15% +$110K 0.2% 90
2024
Q4
$619K Buy
10,270
+1,619
+19% +$97.7K 0.14% 102
2024
Q3
$650K Buy
8,651
+564
+7% +$42.4K 0.15% 103
2024
Q2
$588K Buy
8,087
+2,247
+38% +$163K 0.14% 106
2024
Q1
$450K Buy
+5,840
New +$450K 0.12% 119