Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$928K Buy
4,244
+94
+2% +$20.5K 0.36% 65
2025
Q1
$580K Buy
4,150
+31
+0.8% +$4.33K 0.26% 96
2024
Q4
$686K Buy
+4,119
New +$686K 0.19% 80