Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$609K Buy
29,075
+105
+0.4% +$2.2K 0.2% 60
2025
Q1
$695K Buy
28,970
+4,496
+18% +$108K 0.24% 48
2024
Q4
$523K Buy
+24,474
New +$523K 0.18% 57