Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$736K Buy
1,902
+532
+39% +$206K 0.08% 83
2025
Q1
$525K Buy
1,370
+623
+83% +$239K 0.06% 102
2024
Q4
$332K Buy
+747
New +$332K 0.04% 142