Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$687K Buy
3,144
+157
+5% +$34.3K 0.03% 74
2025
Q1
$418K Buy
2,987
+34
+1% +$4.75K 0.02% 96
2024
Q4
$492K Buy
2,953
+266
+10% +$44.3K 0.02% 76
2024
Q3
$458K Buy
+2,687
New +$458K 0.02% 85