Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$804K Buy
9,954
+1,679
+20% +$136K 0.63% 50
2025
Q1
$674K Buy
8,275
+1,170
+16% +$95.3K 0.55% 61
2024
Q4
$519K Buy
7,105
+2,605
+58% +$190K 0.42% 77
2024
Q3
$267K Buy
+4,500
New +$267K 0.22% 112