Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$537K Buy
7,093
+2,598
+58% +$197K 0.42% 78
2025
Q1
$337K Buy
4,495
+1,817
+68% +$136K 0.27% 94
2024
Q4
$205K Buy
+2,678
New +$205K 0.17% 125