Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.01M Buy
13,643
+2,486
+22% +$548K 0.02% 441
2025
Q1
$1.46M Buy
11,157
+605
+6% +$79.4K 0.01% 618
2024
Q4
$1.45M Buy
10,552
+133
+1% +$18.2K 0.01% 534
2024
Q3
$1.06M Buy
10,419
+134
+1% +$13.6K 0.01% 618
2024
Q2
$752K Buy
10,285
+431
+4% +$31.5K 0.01% 675
2024
Q1
$498K Buy
+9,854
New +$498K 0.01% 727