Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$809K Buy
76,911
+16,839
+28% +$177K ﹤0.01% 822
2025
Q1
$746K Buy
60,072
+17,372
+41% +$216K ﹤0.01% 792
2024
Q4
$550K Buy
+42,700
New +$550K ﹤0.01% 824