Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$748K Buy
14,527
+4,413
+44% +$227K 0.1% 106
2025
Q1
$541K Buy
10,114
+3,764
+59% +$201K 0.08% 108
2024
Q4
$304K Hold
6,350
0.04% 125
2024
Q3
$282K Hold
6,350
0.04% 127
2024
Q2
$272K Hold
6,350
0.04% 119
2024
Q1
$264K Buy
+6,350
New +$264K 0.04% 117