Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$357K Buy
1,187
+236
+25% +$71K 0.16% 46
2025
Q1
$246K Buy
951
+144
+18% +$37.3K 0.12% 52
2024
Q4
$326K Buy
+807
New +$326K 0.17% 46