Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$667K Buy
3,012
+1,908
+173% +$423K 0.56% 21
2025
Q1
$210K Buy
1,104
+25
+2% +$4.76K 0.21% 34
2024
Q4
$237K Buy
+1,079
New +$237K 0.23% 40