Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$565K Buy
7,143
+694
+11% +$54.9K 0.45% 61
2025
Q1
$579K Buy
6,449
+1,001
+18% +$89.8K 0.57% 51
2024
Q4
$542K Buy
+5,448
New +$542K 0.6% 45