Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$757K Buy
3,340
+496
+17% +$112K 0.11% 76
2025
Q1
$472K Buy
2,844
+1,723
+154% +$286K 0.08% 96
2024
Q4
$221K Buy
+1,121
New +$221K 0.04% 154