Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$763K Buy
10,737
+2,917
+37% +$207K 0.74% 27
2025
Q1
$496K Hold
7,820
0.52% 44
2024
Q4
$592K Buy
+7,820
New +$592K 0.55% 39