Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$450K Buy
4,904
+290
+6% +$26.6K 0.15% 145
2025
Q1
$406K Buy
4,614
+457
+11% +$40.2K 0.15% 149
2024
Q4
$385K Buy
4,157
+1,034
+33% +$95.7K 0.14% 149
2024
Q3
$290K Buy
+3,123
New +$290K 0.1% 169