Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$571K Buy
1,798
+219
+14% +$69.6K 0.33% 67
2025
Q1
$409K Buy
1,579
+425
+37% +$110K 0.26% 80
2024
Q4
$466K Buy
1,154
+131
+13% +$52.9K 0.29% 70
2024
Q3
$268K Buy
+1,023
New +$268K 0.16% 102