Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$661K Buy
8,876
+4,706
+113% +$350K 0.53% 68
2025
Q1
$282K Hold
4,170
0.3% 143
2024
Q4
$258K Buy
+4,170
New +$258K 0.38% 114