Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$578K Buy
19,601
+4,410
+29% +$130K 0.08% 51
2025
Q1
$463K Buy
15,191
+4,355
+40% +$133K 0.08% 49
2024
Q4
$409K Buy
10,836
+772
+8% +$29.2K 0.08% 46
2024
Q3
$388K Buy
+10,064
New +$388K 0.08% 48