Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$766K Buy
22,356
+7,965
+55% +$273K 0.02% 567
2025
Q1
$533K Buy
14,391
+9,221
+178% +$342K 0.02% 652
2024
Q4
$200K Hold
5,170
0.01% 987
2024
Q3
$181K Hold
5,170
0.01% 979
2024
Q2
$191K Hold
5,170
0.01% 958
2024
Q1
$204K Hold
5,170
0.01% 956
2023
Q4
$245K Buy
+5,170
New +$245K 0.01% 919