Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$458K Buy
2,659
+529
+25% +$91.2K 0.04% 362
2025
Q1
$330K Buy
2,130
+356
+20% +$55.2K 0.04% 372
2024
Q4
$326K Buy
+1,774
New +$326K 0.04% 348