Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43M Buy
5,866
+1,268
+28% +$310K 0.01% 813
2025
Q1
$1.22M Buy
4,598
+999
+28% +$264K 0.01% 744
2024
Q4
$939K Buy
3,599
+823
+30% +$215K 0.01% 791
2024
Q3
$879K Buy
2,776
+1,760
+173% +$557K 0.02% 616
2024
Q2
$380K Buy
+1,016
New +$380K 0.02% 634