Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$505K Buy
1,589
+127
+9% +$40.3K 0.39% 32
2025
Q1
$379K Buy
1,462
+13
+0.9% +$3.37K 0.33% 32
2024
Q4
$585K Buy
+1,449
New +$585K 0.51% 25