Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$679K Buy
19,826
+2,299
+13% +$78.8K 0.54% 64
2025
Q1
$649K Buy
17,527
+7,341
+72% +$272K 0.69% 38
2024
Q4
$394K Buy
+10,186
New +$394K 0.58% 59