Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.29M Buy
57,674
+13,978
+32% +$313K 0.37% 33
2025
Q1
$993K Buy
43,696
+13,901
+47% +$316K 0.32% 29
2024
Q4
$598K Buy
29,795
+10,737
+56% +$215K 0.2% 37
2024
Q3
$448K Buy
19,058
+4,450
+30% +$104K 0.16% 38
2024
Q2
$452K Buy
14,608
+7,233
+98% +$224K 0.17% 35
2024
Q1
$326K Buy
+7,375
New +$326K 0.14% 34