Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$711K Buy
29,058
+1,873
+7% +$45.8K 0.13% 168
2025
Q1
$753K Buy
27,185
+6,195
+30% +$172K 0.14% 154
2024
Q4
$685K Buy
20,990
+7,019
+50% +$229K 0.15% 149
2024
Q3
$501K Buy
+13,971
New +$501K 0.1% 166