Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$502K Buy
2,335
+46
+2% +$9.9K 0.14% 140
2025
Q1
$530K Buy
2,289
+297
+15% +$68.8K 0.16% 128
2024
Q4
$464K Buy
+1,992
New +$464K 0.14% 143