Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$734K Buy
6,939
+3,035
+78% +$321K 0.05% 224
2025
Q1
$376K Buy
3,904
+940
+32% +$90.5K 0.03% 306
2024
Q4
$280K Buy
2,964
+59
+2% +$5.57K 0.02% 336
2024
Q3
$225K Buy
+2,905
New +$225K 0.02% 396