Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.65M Buy
7,294
+1,259
+21% +$285K 0.66% 34
2025
Q1
$1M Buy
6,035
+318
+6% +$52.8K 0.47% 43
2024
Q4
$1.13M Buy
5,717
+231
+4% +$45.6K 0.53% 41
2024
Q3
$953K Buy
5,486
+898
+20% +$156K 0.45% 44
2024
Q2
$798K Buy
4,588
+2,537
+124% +$441K 0.43% 43
2024
Q1
$279K Buy
+2,051
New +$279K 0.17% 78