Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Buy
3,796
+699
+23% +$250K 0.4% 38
2025
Q1
$842K Buy
3,097
+1,368
+79% +$372K 0.26% 44
2024
Q4
$574K Buy
1,729
+1,012
+141% +$336K 0.17% 52
2024
Q3
$238K Hold
717
0.07% 74
2024
Q2
$225K Hold
717
0.07% 73
2024
Q1
$224K Buy
+717
New +$224K 0.07% 75