Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
48,892
+8,524
+21% +$178K ﹤0.01% 886
2025
Q1
$968K Buy
40,368
+4,414
+12% +$106K ﹤0.01% 850
2024
Q4
$768K Buy
35,954
+15,479
+76% +$330K ﹤0.01% 897
2024
Q3
$474K Buy
+20,475
New +$474K ﹤0.01% 969