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 0.04% 179
2025
Q1
$839K Buy
63,682
+18,123
+40% +$239K 0.04% 184
2024
Q4
$600K Buy
45,559
+25,721
+130% +$339K 0.03% 198
2024
Q3
$312K Buy
+19,838
New +$312K 0.02% 256