Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$950K Buy
21,962
+9
+0% +$389 0.3% 51
2025
Q1
$996K Buy
21,953
+176
+0.8% +$7.98K 0.35% 51
2024
Q4
$871K Buy
+21,777
New +$871K 0.31% 53