Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Buy
10,500
+38
+0.4% +$1.3K 0.2% 81
2025
Q1
$387K Buy
10,462
+1,402
+15% +$51.9K 0.22% 83
2024
Q4
$351K Buy
9,060
+79
+0.9% +$3.06K 0.18% 98
2024
Q3
$315K Buy
+8,981
New +$315K 0.16% 106