Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
38,856
+4,285
+12% +$112K 0.02% 100
2025
Q1
$878K Buy
34,571
+5,748
+20% +$146K 0.02% 103
2024
Q4
$610K Buy
28,823
+14,168
+97% +$300K 0.01% 128
2024
Q3
$283K Buy
+14,655
New +$283K 0.01% 150