Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$762K Buy
9,626
+2,177
+29% +$172K 0.35% 68
2025
Q1
$669K Buy
7,449
+3,523
+90% +$316K 0.33% 80
2024
Q4
$391K Buy
+3,926
New +$391K 0.2% 98