Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$953K Buy
6,259
+785
+14% +$120K 0.02% 294
2025
Q1
$804K Buy
5,474
+1,578
+41% +$232K 0.02% 282
2024
Q4
$503K Buy
+3,896
New +$503K 0.01% 348