Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$680K Buy
15,836
+1,198
+8% +$51.5K 0.04% 419
2025
Q1
$323K Buy
14,638
+5,553
+61% +$123K 0.02% 644
2024
Q4
$379K Buy
+9,085
New +$379K 0.02% 586