Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.25M Buy
90,953
+22,194
+32% +$792K 0.05% 228
2025
Q1
$2.54M Buy
68,759
+29,822
+77% +$1.1M 0.04% 215
2024
Q4
$1.46M Buy
38,937
+6,214
+19% +$233K 0.03% 209
2024
Q3
$1.37M Buy
32,723
+14,894
+84% +$622K 0.03% 206
2024
Q2
$698K Buy
17,829
+3,106
+21% +$122K 0.02% 208
2024
Q1
$638K Buy
+14,723
New +$638K 0.02% 207