Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$648K Buy
823
+105
+15% +$82.7K 0.45% 50
2025
Q1
$451K Buy
718
+22
+3% +$13.8K 0.39% 69
2024
Q4
$419K Buy
+696
New +$419K 0.36% 77