Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$511K Buy
20,893
+4,293
+26% +$105K 0.04% 341
2025
Q1
$460K Buy
16,600
+2,374
+17% +$65.7K 0.05% 303
2024
Q4
$464K Buy
+14,226
New +$464K 0.06% 282