Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$766K Buy
61,623
+13,582
+28% +$169K 0.33% 77
2025
Q1
$731K Buy
48,041
+31,873
+197% +$485K 0.32% 75
2024
Q4
$236K Buy
+16,168
New +$236K 0.3% 90