Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$498K Buy
11,443
+2,289
+25% +$99.7K 0.16% 60
2025
Q1
$432K Buy
9,154
+3,770
+70% +$178K 0.16% 60
2024
Q4
$263K Buy
+5,384
New +$263K 0.09% 92