Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$509K Buy
1,423
+9
+0.6% +$3.22K 0.24% 75
2025
Q1
$385K Buy
1,414
+1
+0.1% +$272 0.21% 80
2024
Q4
$470K Buy
+1,413
New +$470K 0.26% 73