Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$915K Buy
2,562
+241
+10% +$86K 0.71% 50
2025
Q1
$631K Buy
2,321
+326
+16% +$88.6K 0.57% 77
2024
Q4
$662K Buy
1,995
+215
+12% +$71.4K 0.57% 66
2024
Q3
$590K Buy
+1,780
New +$590K 0.52% 70