Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$155K Buy
17,137
+1,342
+8% +$12.1K 0.01% 461
2025
Q1
$101K Buy
15,795
+2,372
+18% +$15.2K 0.01% 450
2024
Q4
$128K Hold
13,423
0.01% 461
2024
Q3
$110K Buy
+13,423
New +$110K 0.01% 429