Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$371K Buy
5,219
+1,687
+48% +$120K 0.33% 69
2025
Q1
$224K Buy
3,532
+567
+19% +$36K 0.22% 75
2024
Q4
$224K Buy
+2,965
New +$224K 0.34% 58