Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28M Buy
9,960
+560
+6% +$71.9K 0.19% 78
2025
Q1
$679K Buy
9,400
+602
+7% +$43.5K 0.12% 130
2024
Q4
$1,000K Buy
8,798
+105
+1% +$11.9K 0.17% 87
2024
Q3
$865K Buy
+8,693
New +$865K 0.15% 98