Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$596K Buy
5,259
+992
+23% +$112K 0.17% 122
2025
Q1
$564K Buy
4,267
+15
+0.4% +$1.98K 0.16% 120
2024
Q4
$360K Buy
4,252
+1,501
+55% +$127K 0.1% 160
2024
Q3
$291K Buy
+2,751
New +$291K 0.08% 183