Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$865K Buy
6,360
+25
+0.4% +$3.4K 0.5% 30
2025
Q1
$840K Buy
6,335
+1,709
+37% +$227K 0.57% 26
2024
Q4
$523K Buy
4,626
+22
+0.5% +$2.49K 0.56% 36
2024
Q3
$525K Buy
4,604
+23
+0.5% +$2.62K 0.45% 35
2024
Q2
$476K Buy
+4,581
New +$476K 0.44% 34