Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$528K Buy
6,906
+1,576
+30% +$120K 0.19% 127
2025
Q1
$284K Buy
5,330
+2,003
+60% +$107K 0.13% 158
2024
Q4
$237K Buy
+3,327
New +$237K 0.1% 185