Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Buy
3,832
+677
+21% +$206K 0.16% 43
2025
Q1
$847K Buy
3,155
+19
+0.6% +$5.1K 0.15% 35
2024
Q4
$772K Hold
3,136
0.15% 31
2024
Q3
$718K Buy
+3,136
New +$718K 0.15% 34