Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$635K Hold
8,385
0.51% 54
2025
Q1
$629K Buy
8,385
+1,761
+27% +$132K 0.62% 45
2024
Q4
$506K Buy
+6,624
New +$506K 0.56% 51