Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$880K Buy
9,846
+3,141
+47% +$281K 0.04% 160
2025
Q1
$509K Buy
6,705
+673
+11% +$51.1K 0.03% 195
2024
Q4
$466K Buy
6,032
+43
+0.7% +$3.32K 0.02% 207
2024
Q3
$437K Buy
+5,989
New +$437K 0.02% 207