Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$765K Buy
3,518
+90
+3% +$19.6K 0.29% 112
2025
Q1
$725K Buy
3,428
+1,039
+43% +$220K 0.3% 107
2024
Q4
$629K Buy
2,389
+1,375
+136% +$362K 0.26% 118
2024
Q3
$279K Buy
1,014
+116
+13% +$32K 0.13% 151
2024
Q2
$268K Buy
+898
New +$268K 0.13% 142