Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.67M Buy
76,885
+13,877
+22% +$302K 0.02% 562
2025
Q1
$1.38M Buy
63,008
+20,132
+47% +$440K 0.02% 603
2024
Q4
$950K Buy
42,876
+854
+2% +$18.9K 0.02% 659
2024
Q3
$1.13M Buy
42,022
+8,289
+25% +$223K 0.03% 589
2024
Q2
$828K Buy
33,733
+6,879
+26% +$169K 0.02% 669
2024
Q1
$662K Buy
26,854
+12,812
+91% +$316K 0.01% 705
2023
Q4
$329K Buy
+14,042
New +$329K 0.01% 963