Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$433K Buy
8,785
+132
+2% +$6.5K 0.19% 110
2025
Q1
$383K Buy
8,653
+284
+3% +$12.6K 0.22% 95
2024
Q4
$394K Buy
+8,369
New +$394K 0.22% 108