Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$503K Buy
6,645
+3,437
+107% +$260K 0.23% 65
2025
Q1
$229K Buy
3,208
+380
+13% +$27.1K 0.11% 85
2024
Q4
$234K Buy
+2,828
New +$234K 0.11% 87