Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Buy
951
+104
+12% +$34.1K 0.03% 290
2025
Q1
$265K Buy
847
+138
+19% +$43.2K 0.03% 299
2024
Q4
$247K Buy
709
+75
+12% +$26.1K 0.03% 300
2024
Q3
$205K Buy
+634
New +$205K 0.02% 325