Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$740K Buy
10,512
+52
+0.5% +$3.66K 0.51% 42
2025
Q1
$674K Buy
10,460
+202
+2% +$13K 0.59% 44
2024
Q4
$675K Buy
+10,258
New +$675K 0.58% 42