Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$706K Buy
4,638
+49
+1% +$7.46K 0.14% 83
2025
Q1
$674K Buy
4,589
+21
+0.5% +$3.08K 0.14% 82
2024
Q4
$590K Buy
4,568
+38
+0.8% +$4.91K 0.12% 87
2024
Q3
$619K Buy
+4,530
New +$619K 0.13% 79