Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$361K Buy
40,000
+14,857
+59% +$134K 0.02% 185
2025
Q1
$161K Hold
25,143
0.01% 216
2024
Q4
$239K Buy
25,143
+2,286
+10% +$21.7K 0.02% 195
2024
Q3
$186K Buy
22,857
+6,857
+43% +$55.8K 0.01% 216
2024
Q2
$216K Buy
16,000
+3,429
+27% +$46.3K 0.02% 208
2024
Q1
$88K Buy
+12,571
New +$88K 0.01% 209