Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$884K Buy
3,905
+772
+25% +$175K 0.42% 46
2025
Q1
$520K Buy
3,133
+499
+19% +$82.8K 0.29% 54
2024
Q4
$520K Buy
+2,634
New +$520K 0.29% 51