Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$568K Buy
40,779
+11,652
+40% +$162K 0.25% 143
2025
Q1
$500K Buy
29,127
+25,752
+763% +$442K 0.22% 163
2024
Q4
$68.1K Buy
+3,375
New +$68.1K 0.09% 407