Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$218K Buy
100,704
+5,514
+6% +$11.9K 0.04% 251
2025
Q1
$458K Buy
95,190
+13,809
+17% +$66.4K 0.11% 147
2024
Q4
$524K Buy
+81,381
New +$524K 0.11% 138