Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$527K Hold
7,146
0.02% 326
2025
Q1
$558K Buy
7,146
+1,055
+17% +$82.4K 0.02% 329
2024
Q4
$717K Buy
+6,091
New +$717K 0.04% 263