Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$754K Buy
7,275
+1,806
+33% +$187K 0.01% 1133
2025
Q1
$513K Buy
5,469
+566
+12% +$53.1K 0.01% 1120
2024
Q4
$529K Buy
4,903
+801
+20% +$86.4K 0.01% 1051
2024
Q3
$385K Buy
+4,102
New +$385K 0.01% 986