Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Buy
31,150
+4,000
+15% +$47.3K 0.05% 257
2025
Q1
$295K Buy
27,150
+2,000
+8% +$21.8K 0.04% 282
2024
Q4
$286K Buy
+25,150
New +$286K 0.04% 277