Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.38M Buy
1,546
+145
+10% +$130K 0.02% 83
2025
Q1
$952K Buy
1,401
+386
+38% +$262K 0.02% 97
2024
Q4
$640K Buy
1,015
+562
+124% +$354K 0.01% 121
2024
Q3
$351K Buy
+453
New +$351K 0.01% 126