Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$709K Buy
12,460
+1,800
+17% +$102K 0.08% 142
2025
Q1
$492K Hold
10,660
0.06% 170
2024
Q4
$391K Buy
10,660
+340
+3% +$12.5K 0.05% 212
2024
Q3
$365K Buy
10,320
+340
+3% +$12K 0.05% 214
2024
Q2
$257K Buy
+9,980
New +$257K 0.04% 251