Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$928K Buy
20,961
+2,223
+12% +$98.5K 0.01% 773
2025
Q1
$622K Buy
18,738
+5,308
+40% +$176K 0.01% 923
2024
Q4
$490K Buy
+13,430
New +$490K 0.01% 960