Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$581K Buy
8,430
+287
+4% +$19.8K 0.04% 469
2025
Q1
$561K Buy
8,143
+1,442
+22% +$99.4K 0.04% 478
2024
Q4
$412K Buy
6,701
+861
+15% +$53K 0.03% 562
2024
Q3
$362K Buy
+5,840
New +$362K 0.02% 589