Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$698K Buy
1,805
+175
+11% +$67.7K 0.49% 47
2025
Q1
$611K Buy
1,630
+624
+62% +$234K 0.53% 48
2024
Q4
$440K Buy
+1,006
New +$440K 0.38% 72