Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$171K Buy
173
+11
+7% +$10.9K 0.12% 61
2025
Q1
$153K Buy
162
+13
+9% +$12.3K 0.11% 62
2024
Q4
$137K Buy
+149
New +$137K 0.1% 69