Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Buy
8,256
+524
+7% +$17.1K 0.02% 385
2025
Q1
$318K Buy
7,732
+920
+14% +$37.8K 0.03% 310
2024
Q4
$236K Sell
6,812
-350
-5% -$12.1K 0.02% 359
2024
Q3
$286K Buy
+7,162
New +$286K 0.03% 306