Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$799K Buy
2,417
+442
+22% +$146K 0.56% 38
2025
Q1
$650K Buy
1,975
+31
+2% +$10.2K 0.51% 45
2024
Q4
$537K Buy
+1,944
New +$537K 0.42% 51