Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$512K Buy
6,343
+594
+10% +$48K 0.02% 583
2025
Q1
$468K Buy
5,749
+1,224
+27% +$99.7K 0.02% 564
2024
Q4
$330K Buy
4,525
+770
+21% +$56.2K 0.02% 672
2024
Q3
$223K Buy
+3,755
New +$223K 0.01% 804