Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$530K Buy
7,124
+3,203
+82% +$239K 0.02% 283
2025
Q1
$266K Buy
3,921
+166
+4% +$11.2K 0.01% 370
2024
Q4
$233K Buy
3,755
+189
+5% +$11.7K 0.01% 420
2024
Q3
$232K Buy
+3,566
New +$232K 0.01% 418