Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$322K Buy
17,986
+964
+6% +$17.2K 0.01% 780
2025
Q1
$353K Buy
17,022
+1,676
+11% +$34.7K 0.02% 685
2024
Q4
$181K Buy
15,346
+4,758
+45% +$56.2K 0.01% 924
2024
Q3
$129K Buy
+10,588
New +$129K 0.01% 886