Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$331K Buy
4,445
+268
+6% +$20K 0.02% 403
2025
Q1
$263K Buy
4,177
+621
+17% +$39.1K 0.02% 434
2024
Q4
$203K Buy
+3,556
New +$203K 0.01% 504