Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.51M Buy
61,804
+20,421
+49% +$499K 0.02% 308
2025
Q1
$1.15M Buy
41,383
+15,989
+63% +$443K 0.02% 307
2024
Q4
$829K Buy
25,394
+7,179
+39% +$234K 0.01% 243
2024
Q3
$653K Buy
18,215
+6,181
+51% +$222K 0.01% 242
2024
Q2
$421K Sell
12,034
-706
-6% -$24.7K 0.01% 224
2024
Q1
$385K Buy
+12,740
New +$385K 0.01% 221