Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$765K Buy
4,727
+1,612
+52% +$261K 0.03% 233
2025
Q1
$333K Buy
3,115
+55
+2% +$5.87K 0.01% 296
2024
Q4
$377K Buy
3,060
+875
+40% +$108K 0.01% 285
2024
Q3
$312K Buy
+2,185
New +$312K 0.01% 317