Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Buy
24,700
+5,700
+30% +$285K 0.03% 103
2025
Q1
$883K Hold
19,000
0.03% 105
2024
Q4
$983K Buy
+19,000
New +$983K 0.02% 110