Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$491K Buy
18,879
+1,802
+11% +$46.9K 0.12% 110
2025
Q1
$434K Buy
17,077
+1,359
+9% +$34.5K 0.12% 121
2024
Q4
$333K Buy
15,718
+2,523
+19% +$53.4K 0.09% 162
2024
Q3
$255K Buy
+13,195
New +$255K 0.1% 203