Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$959K Buy
36,829
+1,407
+4% +$36.6K 0.06% 221
2025
Q1
$899K Buy
35,422
+14,132
+66% +$359K 0.07% 201
2024
Q4
$450K Buy
21,290
+2,560
+14% +$54.2K 0.04% 310
2024
Q3
$362K Buy
+18,730
New +$362K 0.03% 340