Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Buy
998
+201
+25% +$58.3K 0.03% 454
2025
Q1
$241K Buy
797
+1
+0.1% +$302 0.03% 482
2024
Q4
$220K Buy
+796
New +$220K 0.02% 484