Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$669K Buy
15,097
+1,768
+13% +$78.3K 0.03% 472
2025
Q1
$442K Buy
13,329
+173
+1% +$5.74K 0.02% 579
2024
Q4
$480K Buy
13,156
+1,497
+13% +$54.6K 0.02% 500
2024
Q3
$330K Buy
+11,659
New +$330K 0.02% 627