Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$932K Buy
1,040
+80
+8% +$71.7K 0.74% 20
2025
Q1
$653K Buy
960
+414
+76% +$281K 0.69% 37
2024
Q4
$344K Buy
+546
New +$344K 0.51% 74