Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$761K Buy
10,217
+1,738
+20% +$129K 0.07% 259
2025
Q1
$574K Buy
8,479
+1,407
+20% +$95.3K 0.07% 261
2024
Q4
$438K Buy
+7,072
New +$438K 0.06% 296