Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$965K Buy
19,340
+8,360
+76% +$417K 0.24% 122
2025
Q1
$363K Buy
10,980
+3,034
+38% +$100K 0.1% 384
2024
Q4
$305K Buy
7,946
+885
+13% +$34K 0.09% 422
2024
Q3
$236K Buy
+7,061
New +$236K 0.05% 526