Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$625K Buy
4,587
+30
+0.7% +$4.09K 0.72% 29
2025
Q1
$385K Buy
4,557
+556
+14% +$46.9K 0.47% 42
2024
Q4
$303K Buy
+4,001
New +$303K 0.38% 51