Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$430K Buy
53,900
+6,275
+13% +$50.1K 0.04% 316
2025
Q1
$451K Buy
47,625
+6,088
+15% +$57.6K 0.05% 285
2024
Q4
$426K Buy
41,537
+94
+0.2% +$963 0.05% 262
2024
Q3
$572K Buy
+41,443
New +$572K 0.07% 215