Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$634K Buy
1,785
+1
+0.1% +$355 0.2% 70
2025
Q1
$625K Buy
1,784
+1
+0.1% +$350 0.22% 64
2024
Q4
$564K Buy
+1,783
New +$564K 0.2% 71