Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$684K Buy
1,948
+400
+26% +$140K 0.06% 278
2025
Q1
$490K Buy
1,548
+257
+20% +$81.4K 0.06% 295
2024
Q4
$435K Buy
+1,291
New +$435K 0.06% 297