Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$565K Buy
6,952
+1,405
+25% +$114K 0.01% 1041
2025
Q1
$335K Buy
5,547
+587
+12% +$35.5K 0.01% 1083
2024
Q4
$421K Buy
+4,960
New +$421K 0.01% 778