Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$665K Buy
5,054
+1,074
+27% +$141K 0.29% 97
2025
Q1
$417K Buy
3,980
+1,215
+44% +$127K 0.18% 202
2024
Q4
$300K Buy
+2,765
New +$300K 0.38% 43