Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
5,019
+969
+24% +$202K 0.08% 176
2025
Q1
$879K Buy
4,050
+909
+29% +$197K 0.08% 184
2024
Q4
$648K Buy
3,141
+349
+13% +$72K 0.07% 200
2024
Q3
$491K Buy
+2,792
New +$491K 0.05% 237