Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$368K Buy
14,118
+514
+4% +$13.4K 0.03% 264
2025
Q1
$345K Buy
13,604
+592
+5% +$15K 0.04% 234
2024
Q4
$275K Buy
13,012
+1,197
+10% +$25.3K 0.03% 276
2024
Q3
$228K Buy
+11,815
New +$228K 0.02% 312