Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.16M Buy
33,817
+9,534
+39% +$890K 0.04% 231
2025
Q1
$1.77M Buy
24,283
+10,286
+73% +$749K 0.03% 253
2024
Q4
$844K Buy
13,997
+3,226
+30% +$195K 0.01% 240
2024
Q3
$810K Buy
10,771
+7,120
+195% +$535K 0.02% 230
2024
Q2
$265K Sell
3,651
-155
-4% -$11.3K 0.01% 243
2024
Q1
$293K Buy
+3,806
New +$293K 0.01% 238