Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Buy
1,107
+101
+10% +$33.5K 0.02% 618
2025
Q1
$351K Buy
1,006
+213
+27% +$74.3K 0.02% 611
2024
Q4
$268K Buy
793
+134
+20% +$45.3K 0.02% 698
2024
Q3
$206K Buy
+659
New +$206K 0.01% 765