Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.2M Buy
9,719
+1,925
+25% +$1.03M 0.07% 152
2025
Q1
$2.88M Buy
7,794
+2,530
+48% +$935K 0.04% 197
2024
Q4
$2.39M Buy
5,264
+1,815
+53% +$824K 0.04% 191
2024
Q3
$1.48M Buy
3,449
+497
+17% +$214K 0.03% 179
2024
Q2
$1.08M Buy
2,952
+386
+15% +$141K 0.03% 190
2024
Q1
$899K Buy
+2,566
New +$899K 0.02% 149