Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Buy
23,217
+7,942
+52% +$445K 0.05% 349
2025
Q1
$330K Buy
15,275
+782
+5% +$16.9K 0.02% 721
2024
Q4
$308K Buy
+14,493
New +$308K 0.02% 468