Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$606K Buy
20,405
+1,022
+5% +$30.3K 0.01% 524
2025
Q1
$643K Buy
19,383
+1,929
+11% +$64K 0.02% 396
2024
Q4
$597K Buy
+17,454
New +$597K 0.02% 405