Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$585K Buy
1,785
+102
+6% +$33.5K 0.03% 295
2025
Q1
$450K Buy
1,683
+334
+25% +$89.2K 0.03% 296
2024
Q4
$323K Buy
+1,349
New +$323K 0.02% 367