Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$572K Buy
2,949
+508
+21% +$98.5K 0.03% 184
2025
Q1
$287K Buy
2,441
+60
+3% +$7.05K 0.02% 221
2024
Q4
$328K Buy
2,381
+14
+0.6% +$1.93K 0.02% 200
2024
Q3
$281K Buy
+2,367
New +$281K 0.02% 207