Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$750K Hold
3,311
0.2% 78
2025
Q1
$550K Hold
3,311
0.16% 87
2024
Q4
$654K Buy
3,311
+149
+5% +$29.4K 0.2% 76
2024
Q3
$549K Buy
3,162
+580
+22% +$101K 0.18% 81
2024
Q2
$449K Buy
+2,582
New +$449K 0.17% 86