Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$590K Buy
27,408
+4,063
+17% +$87.5K 0.02% 381
2025
Q1
$316K Buy
23,345
+7,511
+47% +$102K 0.02% 428
2024
Q4
$252K Buy
15,834
+3,064
+24% +$48.7K 0.02% 390
2024
Q3
$201K Buy
+12,770
New +$201K 0.01% 405