Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$331K Buy
1,959
+231
+13% +$39K 0.04% 185
2025
Q1
$244K Buy
1,728
+113
+7% +$16K 0.03% 213
2024
Q4
$256K Buy
+1,615
New +$256K 0.03% 184