Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$337K Buy
1,995
+149
+8% +$25.2K 0.15% 87
2025
Q1
$261K Buy
1,846
+40
+2% +$5.66K 0.12% 92
2024
Q4
$286K Buy
+1,806
New +$286K 0.13% 89