Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$379K Buy
13,102
+210
+2% +$6.08K 0.04% 248
2025
Q1
$365K Buy
12,892
+2,367
+22% +$66.9K 0.03% 251
2024
Q4
$240K Buy
10,525
+1,014
+11% +$23.1K 0.02% 302
2024
Q3
$208K Buy
+9,511
New +$208K 0.02% 321