Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$544K Buy
3,999
+1,031
+35% +$140K 0.2% 98
2025
Q1
$394K Buy
2,968
+1,048
+55% +$139K 0.16% 103
2024
Q4
$217K Buy
+1,920
New +$217K 0.11% 105