Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$545K Buy
6,752
+2,048
+44% +$165K 0.02% 559
2025
Q1
$383K Buy
4,704
+592
+14% +$48.2K 0.03% 381
2024
Q4
$300K Buy
+4,112
New +$300K 0.02% 482