Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$833K Buy
5,232
+384
+8% +$61.1K 0.24% 97
2025
Q1
$880K Buy
4,848
+800
+20% +$145K 0.27% 92
2024
Q4
$890K Buy
+4,048
New +$890K 0.27% 89