Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$521K Buy
10,161
+976
+11% +$50K 0.02% 570
2025
Q1
$329K Buy
9,185
+389
+4% +$13.9K 0.02% 401
2024
Q4
$434K Buy
+8,796
New +$434K 0.03% 402