Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$839K Buy
847
+208
+33% +$206K 0.65% 37
2025
Q1
$604K Buy
639
+35
+6% +$33.1K 0.54% 35
2024
Q4
$553K Buy
+604
New +$553K 0.5% 40