Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$460K Buy
1,380
+268
+24% +$89.4K 0.01% 822
2025
Q1
$273K Buy
1,112
+307
+38% +$75.4K 0.01% 921
2024
Q4
$397K Buy
805
+38
+5% +$18.7K 0.01% 787
2024
Q3
$318K Buy
+767
New +$318K 0.01% 869