Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$990K Buy
2,772
+741
+36% +$265K 0.95% 28
2025
Q1
$552K Buy
2,031
+276
+16% +$75K 0.58% 54
2024
Q4
$582K Buy
+1,755
New +$582K 0.61% 52