Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$560K Buy
2,728
+17
+0.6% +$3.49K 0.41% 11
2025
Q1
$602K Buy
2,711
+588
+28% +$131K 0.51% 14
2024
Q4
$495K Buy
+2,123
New +$495K 0.43% 13