Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$814K Buy
15,520
+1,763
+13% +$92.5K 0.05% 249
2025
Q1
$652K Buy
13,757
+3,835
+39% +$182K 0.05% 264
2024
Q4
$623K Hold
9,922
0.05% 264
2024
Q3
$571K Sell
9,922
-118
-1% -$6.79K 0.04% 310
2024
Q2
$416K Buy
+10,040
New +$416K 0.03% 376