Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$555K Buy
21,340
+1,184
+6% +$30.8K 0.18% 86
2025
Q1
$512K Buy
20,156
+1,442
+8% +$36.6K 0.19% 79
2024
Q4
$396K Buy
+18,714
New +$396K 0.15% 90