Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$562K Buy
1,573
+56
+4% +$20K 0.46% 39
2025
Q1
$412K Buy
1,517
+38
+3% +$10.3K 0.4% 59
2024
Q4
$491K Buy
+1,479
New +$491K 0.45% 51