Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$855K Buy
10,117
+2,836
+39% +$240K 0.01% 804
2025
Q1
$427K Buy
7,281
+870
+14% +$51K 0.01% 1119
2024
Q4
$518K Buy
6,411
+1,576
+33% +$127K 0.01% 925
2024
Q3
$386K Buy
4,835
+1,087
+29% +$86.8K 0.01% 1051
2024
Q2
$469K Buy
3,748
+862
+30% +$108K 0.01% 922
2024
Q1
$242K Buy
+2,886
New +$242K 0.01% 1129