Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$586K Buy
61,615
+42,294
+219% +$402K 0.21% 144
2025
Q1
$235K Buy
19,321
+4,388
+29% +$53.3K 0.11% 304
2024
Q4
$210K Buy
+14,933
New +$210K 0.09% 330