Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$389K Buy
1,716
+213
+14% +$48.2K 0.07% 271
2025
Q1
$249K Buy
1,503
+457
+44% +$75.9K 0.05% 306
2024
Q4
$207K Buy
+1,046
New +$207K 0.04% 353