Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.87M Buy
14,038
+1,767
+14% +$236K 0.57% 50
2025
Q1
$1.63M Buy
12,271
+1,350
+12% +$179K 0.56% 50
2024
Q4
$1.23M Buy
10,921
+5,125
+88% +$579K 0.43% 67
2024
Q3
$661K Buy
5,796
+314
+6% +$35.8K 0.24% 90
2024
Q2
$570K Buy
5,482
+211
+4% +$21.9K 0.22% 96
2024
Q1
$599K Buy
+5,271
New +$599K 0.25% 95