Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$969K Buy
2,728
+726
+36% +$258K 0.43% 53
2025
Q1
$702K Buy
2,002
+98
+5% +$34.3K 0.4% 63
2024
Q4
$602K Buy
+1,904
New +$602K 0.34% 74