Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$805K Buy
2,267
+21
+0.9% +$7.46K 0.37% 27
2025
Q1
$787K Buy
2,246
+13
+0.6% +$4.56K 0.51% 23
2024
Q4
$706K Buy
+2,233
New +$706K 0.46% 25