Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$375K Buy
1,273
+252
+25% +$74.2K 0.03% 394
2025
Q1
$272K Buy
1,021
+163
+19% +$43.4K 0.03% 407
2024
Q4
$216K Buy
+858
New +$216K 0.03% 431