Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$995K Buy
2,788
+333
+14% +$119K 0.8% 28
2025
Q1
$667K Buy
2,455
+1,162
+90% +$316K 0.67% 40
2024
Q4
$429K Buy
+1,293
New +$429K 0.42% 63