Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$977K Buy
7,972
+225
+3% +$27.6K 0.75% 23
2025
Q1
$706K Buy
7,747
+400
+5% +$36.5K 0.63% 30
2024
Q4
$847K Buy
+7,347
New +$847K 0.7% 25