Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$538K Buy
6,120
+1,155
+23% +$102K 0.15% 48
2025
Q1
$350K Buy
4,965
+1,072
+28% +$75.5K 0.11% 52
2024
Q4
$289K Buy
3,893
+1,102
+39% +$81.9K 0.09% 60
2024
Q3
$208K Buy
+2,791
New +$208K 0.06% 71