Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$700K Buy
6,570
+515
+9% +$54.9K 0.1% 87
2025
Q1
$532K Buy
6,055
+1,920
+46% +$169K 0.1% 99
2024
Q4
$480K Buy
+4,135
New +$480K 0.09% 117