Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$827K Buy
2,602
+1,450
+126% +$461K 0.16% 50
2025
Q1
$299K Buy
1,152
+101
+10% +$26.2K 0.07% 90
2024
Q4
$424K Buy
1,051
+259
+33% +$105K 0.1% 68
2024
Q3
$207K Buy
+792
New +$207K 0.05% 88