Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$475K Buy
18,879
+2,771
+17% +$69.7K 0.02% 444
2025
Q1
$370K Buy
16,108
+555
+4% +$12.7K 0.02% 460
2024
Q4
$317K Buy
15,553
+1,718
+12% +$35K 0.02% 524
2024
Q3
$265K Buy
13,835
+1,580
+13% +$30.2K 0.02% 548
2024
Q2
$235K Buy
+12,255
New +$235K 0.01% 565