Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$555K Buy
48,682
+6,700
+16% +$76.4K 0.08% 137
2025
Q1
$435K Buy
41,982
+21,336
+103% +$221K 0.06% 148
2024
Q4
$286K Buy
20,646
+4,780
+30% +$66.2K 0.03% 150
2024
Q3
$211K Buy
+15,866
New +$211K 0.03% 156