Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$612K Buy
8,222
+1,169
+17% +$87K 0.02% 507
2025
Q1
$478K Buy
7,053
+687
+11% +$46.5K 0.02% 554
2024
Q4
$394K Buy
6,366
+301
+5% +$18.6K 0.02% 580
2024
Q3
$395K Buy
6,065
+2,236
+58% +$146K 0.02% 555
2024
Q2
$206K Buy
+3,829
New +$206K 0.02% 728