Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$566K Buy
1,781
+173
+11% +$55K 0.49% 29
2025
Q1
$417K Buy
1,608
+363
+29% +$94.1K 0.4% 32
2024
Q4
$503K Buy
+1,245
New +$503K 0.48% 28