Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$875K Buy
884
+37
+4% +$36.6K 0.29% 61
2025
Q1
$801K Buy
847
+8
+1% +$7.57K 0.3% 55
2024
Q4
$769K Buy
+839
New +$769K 0.3% 52