Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$860K Buy
2,222
+42
+2% +$16.2K 0.38% 63
2025
Q1
$836K Buy
2,180
+13
+0.6% +$4.99K 0.47% 53
2024
Q4
$964K Buy
+2,167
New +$964K 0.54% 46