Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Hold
1,763
0.14% 65
2025
Q1
$290K Buy
1,763
+339
+24% +$55.8K 0.17% 54
2024
Q4
$232K Buy
1,424
+387
+37% +$63.1K 0.11% 57
2024
Q3
$203K Buy
+1,037
New +$203K 0.1% 64