Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$933K Buy
3,392
+1,320
+64% +$363K 0.01% 770
2025
Q1
$382K Buy
2,072
+446
+27% +$82.2K 0.01% 1170
2024
Q4
$320K Buy
+1,626
New +$320K 0.01% 1148