Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$667K Buy
4,906
+182
+4% +$24.8K 0.31% 76
2025
Q1
$627K Buy
4,724
+50
+1% +$6.63K 0.38% 57
2024
Q4
$529K Hold
4,674
0.32% 88
2024
Q3
$533K Buy
+4,674
New +$533K 0.33% 90