Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$652K Buy
14,715
+810
+6% +$35.9K 0.32% 76
2025
Q1
$461K Buy
13,905
+460
+3% +$15.3K 0.24% 97
2024
Q4
$490K Buy
13,445
+1,025
+8% +$37.4K 0.26% 92
2024
Q3
$352K Buy
+12,420
New +$352K 0.19% 118