Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$820K Buy
3,608
+1,015
+39% +$231K 0.01% 362
2025
Q1
$632K Buy
2,593
+1,099
+74% +$268K 0.01% 362
2024
Q4
$420K Buy
1,494
+266
+22% +$74.8K 0.01% 266
2024
Q3
$336K Buy
+1,228
New +$336K 0.01% 265