Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$669K Buy
27,314
+1,061
+4% +$26K 0.01% 1198
2025
Q1
$732K Buy
26,253
+4,292
+20% +$120K 0.01% 952
2024
Q4
$755K Buy
21,961
+13,461
+158% +$463K 0.01% 887
2024
Q3
$306K Buy
+8,500
New +$306K 0.01% 1091