Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.93M Buy
1,440
+133
+10% +$178K 0.56% 24
2025
Q1
$1.22M Buy
1,307
+123
+10% +$115K 0.4% 23
2024
Q4
$1.06M Buy
1,184
+83
+8% +$74K 0.35% 27
2024
Q3
$781K Buy
1,101
+107
+11% +$75.9K 0.28% 27
2024
Q2
$671K Buy
994
+394
+66% +$266K 0.26% 27
2024
Q1
$364K Buy
+600
New +$364K 0.15% 29