Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$801K Buy
10,123
+2,868
+40% +$227K 0.26% 90
2025
Q1
$651K Buy
7,255
+4,472
+161% +$401K 0.23% 81
2024
Q4
$277K Buy
2,783
+207
+8% +$20.6K 0.15% 94
2024
Q3
$293K Buy
+2,576
New +$293K 0.15% 90