Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$685K Buy
8,572
+2,625
+44% +$210K 0.01% 1178
2025
Q1
$475K Buy
5,947
+1,123
+23% +$89.6K 0.01% 1156
2024
Q4
$454K Buy
4,824
+199
+4% +$18.7K 0.01% 1115
2024
Q3
$468K Buy
+4,625
New +$468K 0.01% 900