Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$632K Buy
638
+115
+22% +$114K 0.17% 57
2025
Q1
$495K Buy
523
+100
+24% +$94.6K 0.19% 55
2024
Q4
$388K Buy
+423
New +$388K 0.16% 57