Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$761K Buy
10,965
+52
+0.5% +$3.61K 0.34% 38
2025
Q1
$673K Buy
10,913
+56
+0.5% +$3.46K 0.33% 45
2024
Q4
$643K Buy
+10,857
New +$643K 0.46% 39