Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$764K Buy
2,404
+66
+3% +$21K 0.24% 63
2025
Q1
$606K Buy
2,338
+858
+58% +$222K 0.21% 68
2024
Q4
$598K Buy
+1,480
New +$598K 0.21% 67