Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.15M Buy
12,345
+482
+4% +$45K 0.39% 45
2025
Q1
$864K Buy
11,863
+1,380
+13% +$101K 0.32% 49
2024
Q4
$632K Buy
10,483
+2,370
+29% +$143K 0.24% 53
2024
Q3
$610K Buy
8,113
+1,156
+17% +$86.9K 0.23% 52
2024
Q2
$506K Buy
+6,957
New +$506K 0.21% 59