Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$957K Buy
3,014
+21
+0.7% +$6.67K 0.97% 26
2025
Q1
$776K Buy
2,993
+143
+5% +$37.1K 0.85% 31
2024
Q4
$1.15M Buy
+2,850
New +$1.15M 1.15% 21