Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$573K Buy
747
+239
+47% +$183K 0.06% 308
2025
Q1
$279K Buy
508
+59
+13% +$32.5K 0.03% 442
2024
Q4
$201K Buy
+449
New +$201K 0.02% 508