Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$665K Buy
7,731
+943
+14% +$81.1K 0.29% 98
2025
Q1
$567K Buy
6,788
+6,116
+910% +$511K 0.25% 128
2024
Q4
$56.6K Buy
+672
New +$56.6K 0.07% 445