Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$579K Buy
34,548
+14,342
+71% +$240K 0.03% 306
2025
Q1
$275K Hold
20,206
0.02% 427
2024
Q4
$342K Buy
+20,206
New +$342K 0.02% 380