Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$702K Buy
876
+112
+15% +$89.8K 0.5% 43
2025
Q1
$506K Buy
764
+70
+10% +$46.4K 0.39% 55
2024
Q4
$481K Buy
+694
New +$481K 0.37% 54