Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$649K Buy
6,412
+1,062
+20% +$108K 0.01% 665
2025
Q1
$568K Buy
5,350
+3,014
+129% +$320K 0.01% 485
2024
Q4
$256K Buy
+2,336
New +$256K 0.01% 580