Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$506K Buy
2,188
+311
+17% +$72K 0.4% 65
2025
Q1
$410K Buy
1,877
+475
+34% +$104K 0.41% 71
2024
Q4
$287K Buy
+1,402
New +$287K 0.28% 103