Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$822K Buy
2,838
+451
+19% +$131K 0.12% 75
2025
Q1
$721K Buy
2,387
+637
+36% +$192K 0.13% 75
2024
Q4
$484K Buy
+1,750
New +$484K 0.09% 113