Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$549K Buy
6,725
+827
+14% +$67.5K 0.42% 62
2025
Q1
$585K Buy
5,898
+114
+2% +$11.3K 0.5% 51
2024
Q4
$581K Buy
+5,784
New +$581K 0.5% 50