Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$690K Buy
729
+355
+95% +$336K 0.31% 44
2024
Q4
$376K Buy
+374
New +$376K 0.18% 63
2024
Q2
$716K Buy
+724
New +$716K 0.29% 42