Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Buy
161
+27
+20% +$199K 0.02% 574
2025
Q1
$971K Buy
134
+8
+6% +$58K 0.01% 588
2024
Q4
$1.03M Buy
126
+13
+12% +$106K 0.01% 597
2024
Q3
$1.11M Buy
+113
New +$1.11M 0.02% 567