Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$958K Buy
1,195
+157
+15% +$126K 0.01% 357
2025
Q1
$688K Buy
1,038
+303
+41% +$201K 0.01% 356
2024
Q4
$509K Buy
735
+199
+37% +$138K 0.01% 259
2024
Q3
$447K Buy
+536
New +$447K 0.01% 257