Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$146K Buy
11,585
+1,885
+19% +$23.8K 0.02% 285
2025
Q1
$152K Buy
9,700
+5,165
+114% +$81K 0.02% 266
2024
Q4
$77.5K Buy
+4,535
New +$77.5K 0.01% 342