Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$489K Buy
5,456
+738
+16% +$66.1K 0.01% 373
2025
Q1
$288K Buy
4,718
+1,374
+41% +$83.8K 0.01% 441
2024
Q4
$219K Buy
+3,344
New +$219K 0.01% 516