Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$433K Buy
11,270
+484
+4% +$18.6K 0.35% 75
2025
Q1
$418K Buy
10,786
+1,500
+16% +$58.1K 0.41% 72
2024
Q4
$314K Buy
+9,286
New +$314K 0.35% 86