Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$763K Hold
3,720
0.47% 52
2025
Q1
$826K Buy
3,720
+478
+15% +$106K 0.57% 41
2024
Q4
$812K Buy
+3,242
New +$812K 0.57% 41