Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$569K Buy
11,400
+235
+2% +$11.7K 0.37% 59
2025
Q1
$369K Buy
11,165
+597
+6% +$19.7K 0.27% 65
2024
Q4
$406K Buy
+10,568
New +$406K 0.29% 76