Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$911K Buy
68,476
+4,794
+8% +$63.8K 0.88% 15
2025
Q1
$839K Buy
63,682
+18,123
+40% +$239K 0.75% 16
2024
Q4
$600K Buy
45,559
+25,721
+130% +$339K 0.48% 19
2024
Q3
$312K Buy
+19,838
New +$312K 0.19% 23