Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$761K Buy
4,818
+273
+6% +$43.1K 0.51% 30
2025
Q1
$493K Buy
4,545
+213
+5% +$23.1K 0.37% 35
2024
Q4
$582K Buy
+4,332
New +$582K 0.44% 34