Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$547K Buy
1,722
+751
+77% +$239K 0.27% 30
2025
Q1
$252K Buy
971
+261
+37% +$67.7K 0.13% 31
2024
Q4
$287K Buy
+710
New +$287K 0.16% 31