Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$499K Buy
4,951
+639
+15% +$64.4K 0.01% 369
2025
Q1
$452K Buy
4,312
+498
+13% +$52.2K 0.02% 360
2024
Q4
$485K Buy
+3,814
New +$485K 0.01% 348