Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$677K Hold
9,763
0.8% 37
2025
Q1
$601K Buy
9,763
+959
+11% +$59.1K 0.72% 46
2024
Q4
$521K Buy
+8,804
New +$521K 0.73% 44