Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.52M Buy
6,694
+1,289
+24% +$292K 0.1% 96
2025
Q1
$897K Buy
5,405
+433
+9% +$71.9K 0.07% 136
2024
Q4
$982K Buy
4,972
+2,006
+68% +$396K 0.07% 115
2024
Q3
$515K Buy
2,966
+554
+23% +$96.2K 0.04% 194
2024
Q2
$419K Buy
+2,412
New +$419K 0.04% 201