Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$350K Buy
6,597
+443
+7% +$23.5K 0.24% 95
2025
Q1
$289K Buy
6,154
+1,341
+28% +$63K 0.25% 105
2024
Q4
$249K Buy
+4,813
New +$249K 0.21% 115