Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$605K Buy
789
+86
+12% +$66K 0.12% 106
2025
Q1
$387K Buy
703
+152
+28% +$83.6K 0.07% 152
2024
Q4
$247K Buy
+551
New +$247K 0.05% 212