Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$616K Buy
267,683
+25,442
+11% +$58.5K 0.08% 189
2025
Q1
$458K Buy
242,241
+86,682
+56% +$164K 0.06% 273
2024
Q4
$481K Buy
+155,559
New +$481K 0.06% 282