Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$500K Buy
19,192
+1,472
+8% +$38.3K 0.16% 101
2025
Q1
$450K Buy
17,720
+5,763
+48% +$146K 0.16% 98
2024
Q4
$253K Buy
11,957
+757
+7% +$16K 0.1% 133
2024
Q3
$216K Buy
+11,200
New +$216K 0.08% 143