Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$310K Hold
1,052
0.25% 170
2025
Q1
$280K Buy
1,052
+164
+18% +$43.7K 0.3% 146
2024
Q4
$223K Buy
+888
New +$223K 0.33% 137