Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$809K Buy
3,699
+43
+1% +$9.4K 0.37% 65
2025
Q1
$511K Buy
3,656
+130
+4% +$18.2K 0.25% 88
2024
Q4
$588K Buy
+3,526
New +$588K 0.3% 76