Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$808K Buy
2,739
+34
+1% +$10K 0.13% 67
2025
Q1
$673K Buy
2,705
+1
+0% +$249 0.1% 80
2024
Q4
$594K Buy
+2,704
New +$594K 0.09% 79