Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$578K Buy
8,060
+529
+7% +$37.9K 0.01% 155
2025
Q1
$510K Buy
7,531
+1,750
+30% +$118K 0.01% 164
2024
Q4
$354K Buy
+5,781
New +$354K 0.01% 204