Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$581K Buy
9,847
+1,003
+11% +$59.2K 0.03% 507
2025
Q1
$406K Buy
8,844
+1,494
+20% +$68.6K 0.03% 561
2024
Q4
$322K Buy
+7,350
New +$322K 0.03% 565