Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$988K Buy
7,261
+4
+0.1% +$544 0.76% 22
2025
Q1
$963K Buy
7,257
+150
+2% +$19.9K 0.85% 23
2024
Q4
$804K Buy
+7,107
New +$804K 0.66% 26