Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$470K Buy
9,803
+1,837
+23% +$88.1K ﹤0.01% 1027
2025
Q1
$397K Buy
7,966
+1,495
+23% +$74.5K ﹤0.01% 992
2024
Q4
$375K Buy
6,471
+1,314
+25% +$76.1K ﹤0.01% 965
2024
Q3
$336K Buy
5,157
+1,421
+38% +$92.6K ﹤0.01% 999
2024
Q2
$240K Buy
+3,736
New +$240K ﹤0.01% 1069