Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$272K Buy
5,660
+1,136
+25% +$54.6K 0.01% 140
2025
Q1
$220K Buy
4,524
+366
+9% +$17.8K 0.01% 130
2024
Q4
$203K Buy
4,158
+771
+23% +$37.6K 0.01% 133
2024
Q3
$210K Buy
+3,387
New +$210K 0.01% 126