Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$302K Buy
14,416
+1,503
+12% +$31.5K 0.02% 606
2025
Q1
$310K Buy
12,913
+2,100
+19% +$50.4K 0.02% 553
2024
Q4
$231K Buy
+10,813
New +$231K 0.01% 605