Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$947K Buy
13,702
+1,455
+12% +$101K 0.01% 760
2025
Q1
$553K Buy
12,247
+3,069
+33% +$139K 0.01% 984
2024
Q4
$559K Buy
9,178
+1,765
+24% +$107K 0.01% 886
2024
Q3
$303K Buy
7,413
+760
+11% +$31K 0.01% 1131
2024
Q2
$201K Buy
+6,653
New +$201K 0.01% 1294