Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
2,541
+83
+3% +$34K 0.01% 960
2025
Q1
$797K Buy
2,458
+568
+30% +$184K 0.01% 913
2024
Q4
$815K Buy
1,890
+1,004
+113% +$433K 0.01% 856
2024
Q3
$375K Buy
+886
New +$375K 0.01% 997