Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
114,506
+40,161
+54% +$423K 0.01% 887
2025
Q1
$923K Buy
74,345
+4,346
+6% +$53.9K 0.01% 867
2024
Q4
$908K Buy
69,999
+55,740
+391% +$723K 0.01% 807
2024
Q3
$286K Buy
+14,259
New +$286K 0.01% 1124