Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$847K Buy
11,408
+640
+6% +$47.5K 0.4% 80
2025
Q1
$443K Buy
10,768
+690
+7% +$28.4K 0.25% 111
2024
Q4
$518K Hold
10,078
0.27% 108
2024
Q3
$481K Hold
10,078
0.26% 109
2024
Q2
$496K Buy
+10,078
New +$496K 0.29% 100