Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$528K Buy
1,791
+4
+0.2% +$1.18K 0.37% 63
2025
Q1
$432K Buy
1,787
+110
+7% +$26.6K 0.38% 73
2024
Q4
$429K Buy
+1,677
New +$429K 0.37% 76