Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
6,994
+396
+6% +$62.6K 0.28% 35
2025
Q1
$715K Buy
6,598
+896
+16% +$97.1K 0.21% 37
2024
Q4
$766K Buy
5,702
+100
+2% +$13.4K 0.22% 33
2024
Q3
$680K Buy
5,602
+265
+5% +$32.2K 0.2% 36
2024
Q2
$659K Buy
5,337
+607
+13% +$75K 0.2% 35
2024
Q1
$425K Buy
4,730
+280
+6% +$25.2K 0.13% 40
2023
Q4
$304K Buy
+4,450
New +$304K 0.1% 45