Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$833K Buy
2,740
+68
+3% +$20.7K 0.2% 135
2025
Q1
$717K Buy
2,672
+4
+0.1% +$1.07K 0.17% 156
2024
Q4
$657K Buy
+2,668
New +$657K 0.15% 167