Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$649K Buy
1,829
+44
+2% +$15.6K 0.52% 43
2025
Q1
$626K Buy
1,785
+81
+5% +$28.4K 0.57% 43
2024
Q4
$539K Buy
+1,704
New +$539K 0.49% 46