Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$774K Buy
2,625
+130
+5% +$38.3K 0.09% 76
2025
Q1
$620K Buy
2,495
+196
+9% +$48.7K 0.08% 81
2024
Q4
$505K Buy
2,299
+496
+28% +$109K 0.07% 92
2024
Q3
$399K Buy
1,803
+102
+6% +$22.6K 0.05% 89
2024
Q2
$294K Buy
+1,701
New +$294K 0.05% 99