Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$565K Hold
1,915
0.18% 70
2025
Q1
$476K Buy
1,915
+529
+38% +$132K 0.17% 79
2024
Q4
$305K Buy
1,386
+300
+28% +$66K 0.11% 93
2024
Q3
$240K Buy
+1,086
New +$240K 0.09% 109