Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$802K Buy
8,595
+874
+11% +$81.5K 0.46% 57
2025
Q1
$587K Buy
7,721
+212
+3% +$16.1K 0.38% 68
2024
Q4
$453K Buy
+7,509
New +$453K 0.3% 76