Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Buy
3,457
+976
+39% +$98.4K 0.27% 95
2025
Q1
$260K Buy
2,481
+596
+32% +$62.5K 0.21% 105
2024
Q4
$240K Buy
1,885
+176
+10% +$22.4K 0.19% 116
2024
Q3
$240K Buy
+1,709
New +$240K 0.19% 117