Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$665K Buy
4,211
+639
+18% +$101K 0.34% 42
2025
Q1
$394K Buy
3,572
+1,072
+43% +$118K 0.24% 53
2024
Q4
$336K Buy
+2,500
New +$336K 0.23% 51