Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$464K Buy
1,462
+270
+23% +$85.8K 0.07% 83
2025
Q1
$309K Buy
1,192
+343
+40% +$88.9K 0.05% 95
2024
Q4
$343K Buy
+849
New +$343K 0.06% 84