Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Buy
18,984
+5,672
+43% +$105K 0.01% 167
2025
Q1
$243K Buy
13,312
+2,891
+28% +$52.8K 0.01% 186
2024
Q4
$228K Buy
10,421
+832
+9% +$18.2K 0.01% 177
2024
Q3
$214K Buy
+9,589
New +$214K 0.01% 188