Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$895K Buy
12,599
+1,362
+12% +$96.8K 0.12% 104
2025
Q1
$713K Buy
11,237
+1,836
+20% +$117K 0.1% 111
2024
Q4
$711K Buy
9,401
+8,852
+1,612% +$670K 0.15% 66
2024
Q3
$48.5K Buy
+549
New +$48.5K 0.01% 104