Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$641K Buy
17,955
+947
+6% +$33.8K 0.17% 105
2025
Q1
$628K Buy
17,008
+36
+0.2% +$1.33K 0.19% 103
2024
Q4
$637K Buy
+16,972
New +$637K 0.18% 100