Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5M Buy
14,016
+2,076
+17% +$741K 0.15% 125
2025
Q1
$4.77M Buy
11,940
+31
+0.3% +$12.4K 0.17% 118
2024
Q4
$4.28M Buy
11,909
+1,394
+13% +$501K 0.15% 131
2024
Q3
$3.64M Buy
+10,515
New +$3.64M 0.12% 146