Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Buy
8,876
+324
+4% +$10.6K 0.01% 484
2025
Q1
$352K Buy
8,552
+897
+12% +$36.9K 0.01% 403
2024
Q4
$265K Buy
+7,655
New +$265K 0.01% 473