Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$785K Buy
3,592
+247
+7% +$54K 0.28% 78
2025
Q1
$468K Buy
3,345
+1,420
+74% +$199K 0.19% 96
2024
Q4
$321K Buy
+1,925
New +$321K 0.16% 83