Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$749K Buy
6,638
+783
+13% +$88.4K 0.33% 77
2025
Q1
$543K Buy
5,855
+463
+9% +$42.9K 0.31% 81
2024
Q4
$576K Buy
+5,392
New +$576K 0.32% 78