Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$571K Buy
63,057
+8,905
+16% +$80.6K 0.25% 90
2025
Q1
$348K Buy
54,152
+6,440
+13% +$41.4K 0.2% 100
2024
Q4
$454K Buy
+47,712
New +$454K 0.25% 95