Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$564K Buy
1,806
+68
+4% +$21.2K 0.67% 49
2025
Q1
$451K Buy
1,738
+723
+71% +$188K 0.54% 55
2024
Q4
$410K Buy
+1,015
New +$410K 0.57% 53