Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
818
+180
+28% +$241K 0.85% 20
2025
Q1
$595K Buy
638
+2
+0.3% +$1.87K 0.53% 37
2024
Q4
$567K Buy
+636
New +$567K 0.52% 38