Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$410K Buy
2,718
+6
+0.2% +$904 0.36% 51
2025
Q1
$363K Buy
2,712
+18
+0.7% +$2.41K 0.36% 53
2024
Q4
$418K Buy
+2,694
New +$418K 0.42% 49