Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$338K Buy
6,218
+649
+12% +$35.3K 0.02% 640
2025
Q1
$281K Buy
5,569
+325
+6% +$16.4K 0.02% 692
2024
Q4
$238K Buy
5,244
+277
+6% +$12.6K 0.02% 745
2024
Q3
$236K Buy
+4,967
New +$236K 0.02% 718