Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$939K Buy
9,877
+1,415
+17% +$135K 0.29% 47
2025
Q1
$824K Buy
8,462
+2,288
+37% +$223K 0.28% 48
2024
Q4
$642K Buy
6,174
+438
+8% +$45.6K 0.22% 69
2024
Q3
$598K Buy
5,736
+696
+14% +$72.6K 0.21% 68
2024
Q2
$497K Buy
5,040
+865
+21% +$85.3K 0.18% 72
2024
Q1
$443K Buy
+4,175
New +$443K 0.17% 70