Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$356K Buy
2,762
+597
+28% +$77K 0.02% 118
2025
Q1
$277K Buy
2,165
+406
+23% +$51.9K 0.01% 120
2024
Q4
$269K Buy
1,759
+508
+41% +$77.6K 0.01% 115
2024
Q3
$224K Buy
+1,251
New +$224K 0.01% 124