Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$453K Buy
1,275
+31
+2% +$11K 0.17% 35
2025
Q1
$436K Buy
1,244
+3
+0.2% +$1.05K 0.18% 33
2024
Q4
$392K Buy
+1,241
New +$392K 0.17% 36