Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$299K Buy
850
+177
+26% +$62.2K 0.02% 436
2025
Q1
$213K Buy
673
+39
+6% +$12.3K 0.01% 485
2024
Q4
$214K Buy
+634
New +$214K 0.01% 491