Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$386K Buy
14,839
+1,760
+13% +$45.8K 0.03% 423
2025
Q1
$332K Buy
13,079
+754
+6% +$19.1K 0.03% 368
2024
Q4
$261K Buy
+12,325
New +$261K 0.03% 370