Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Buy
6,816
+1,733
+34% +$309K 0.01% 884
2025
Q1
$875K Buy
5,083
+781
+18% +$134K 0.01% 882
2024
Q4
$866K Buy
4,302
+534
+14% +$108K 0.01% 830
2024
Q3
$761K Buy
+3,768
New +$761K 0.01% 674