Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$763K Buy
2,509
+664
+36% +$202K 0.03% 370
2025
Q1
$495K Buy
1,845
+443
+32% +$119K 0.02% 434
2024
Q4
$345K Buy
+1,402
New +$345K 0.01% 511