Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$577K Buy
7,096
+273
+4% +$22.2K 0.01% 545
2025
Q1
$412K Buy
6,823
+15
+0.2% +$906 0.01% 557
2024
Q4
$577K Buy
+6,808
New +$577K 0.02% 422