Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$645K Buy
11,233
+2,220
+25% +$127K 0.05% 168
2024
Q4
$446K Buy
9,013
+1,355
+18% +$67K 0.03% 197
2024
Q3
$346K Buy
7,658
+2,025
+36% +$91.5K 0.02% 241
2024
Q2
$245K Buy
+5,633
New +$245K 0.02% 262