Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
9,788
+1,723
+21% +$211K 0.05% 140
2025
Q1
$735K Buy
8,065
+889
+12% +$81K 0.04% 182
2024
Q4
$827K Buy
+7,176
New +$827K 0.04% 148