Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
16,889
+2,364
+16% +$151K ﹤0.01% 581
2025
Q1
$879K Buy
14,525
+749
+5% +$45.3K ﹤0.01% 574
2024
Q4
$869K Buy
+13,776
New +$869K ﹤0.01% 583