Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$772K Buy
7,844
+3,816
+95% +$375K 0.01% 369
2025
Q1
$373K Buy
4,028
+344
+9% +$31.9K 0.01% 544
2024
Q4
$334K Buy
+3,684
New +$334K 0.01% 561