Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$465K Buy
10,707
+1,986
+23% +$86.2K 0.05% 357
2025
Q1
$402K Buy
8,721
+1,494
+21% +$68.8K 0.05% 356
2024
Q4
$272K Buy
7,227
+358
+5% +$13.5K 0.03% 436
2024
Q3
$279K Buy
+6,869
New +$279K 0.03% 413