Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$985K Buy
4,507
+233
+5% +$50.9K 0.35% 80
2025
Q1
$598K Buy
4,274
+586
+16% +$82K 0.26% 95
2024
Q4
$615K Buy
3,688
+3
+0.1% +$500 0.25% 103
2024
Q3
$628K Buy
+3,685
New +$628K 0.28% 87