Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$677K Buy
7,876
+572
+8% +$49.1K 0.01% 1186
2025
Q1
$680K Buy
7,304
+722
+11% +$67.2K 0.01% 993
2024
Q4
$619K Buy
6,582
+843
+15% +$79.3K 0.01% 978
2024
Q3
$586K Buy
+5,739
New +$586K 0.01% 788