Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$800K Buy
2,714
+97
+4% +$28.6K 0.6% 38
2025
Q1
$651K Buy
2,617
+23
+0.9% +$5.72K 0.53% 39
2024
Q4
$570K Buy
+2,594
New +$570K 0.49% 49