Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$770K Buy
8,078
+833
+11% +$79.4K 0.01% 695
2025
Q1
$729K Buy
7,245
+1,598
+28% +$161K 0.01% 673
2024
Q4
$503K Buy
+5,647
New +$503K 0.01% 801