Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$395K Buy
1,774
+4
+0.2% +$891 0.26% 22
2025
Q1
$365K Buy
1,770
+3
+0.2% +$618 0.28% 19
2024
Q4
$323K Buy
+1,767
New +$323K 0.24% 21