Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$391K Buy
4,290
+312
+8% +$28.5K 0.04% 398
2025
Q1
$364K Buy
3,978
+843
+27% +$77.1K 0.04% 384
2024
Q4
$267K Buy
3,135
+98
+3% +$8.34K 0.03% 442
2024
Q3
$266K Buy
+3,037
New +$266K 0.03% 426