Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Hold
7,003
0.09% 99
2025
Q1
$259K Buy
7,003
+1,584
+29% +$58.7K 0.1% 88
2024
Q4
$210K Buy
+5,419
New +$210K 0.08% 97