Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$762K Buy
3,421
+2,067
+153% +$461K 0.02% 394
2025
Q1
$278K Buy
1,354
+86
+7% +$17.7K 0.01% 557
2024
Q4
$232K Buy
1,268
+108
+9% +$19.7K 0.01% 606
2024
Q3
$239K Buy
+1,160
New +$239K 0.01% 489