Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.52M Buy
2,842
+766
+37% +$410K 0.06% 215
2025
Q1
$767K Buy
2,076
+621
+43% +$230K 0.03% 281
2024
Q4
$660K Buy
1,455
+295
+25% +$134K 0.03% 287
2024
Q3
$499K Buy
1,160
+156
+16% +$67.2K 0.02% 305
2024
Q2
$367K Buy
+1,004
New +$367K 0.02% 332