Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$548K Buy
2,950
+12
+0.4% +$2.23K 0.17% 79
2025
Q1
$616K Buy
2,938
+11
+0.4% +$2.31K 0.21% 66
2024
Q4
$520K Buy
+2,927
New +$520K 0.19% 74