Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$720K Hold
2,265
0.66% 46
2025
Q1
$587K Buy
2,265
+1,210
+115% +$314K 0.59% 45
2024
Q4
$426K Buy
+1,055
New +$426K 0.42% 52