Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Buy
2,729
+572
+27% +$60.3K 0.09% 89
2025
Q1
$240K Hold
2,157
0.08% 92
2024
Q4
$223K Buy
2,157
+274
+15% +$28.3K 0.08% 99
2024
Q3
$211K Buy
+1,883
New +$211K 0.08% 103