Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$644K Buy
6,360
+1,190
+23% +$120K 0.04% 263
2025
Q1
$549K Buy
5,170
+2,555
+98% +$271K 0.03% 268
2024
Q4
$286K Buy
+2,615
New +$286K 0.02% 337