Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$768K Buy
2,418
+627
+35% +$199K 0.28% 60
2025
Q1
$510K Buy
1,791
+754
+73% +$215K 0.22% 91
2024
Q4
$419K Buy
+1,037
New +$419K 0.26% 98