Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$521K Buy
2,918
+559
+24% +$99.8K 0.04% 334
2025
Q1
$378K Buy
2,359
+391
+20% +$62.7K 0.04% 346
2024
Q4
$343K Buy
+1,968
New +$343K 0.04% 341