Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$646K Buy
1,843
+23
+1% +$8.06K 0.49% 47
2024
Q4
$640K Buy
+1,820
New +$640K 0.48% 46
2024
Q2
$666K Buy
+1,880
New +$666K 0.45% 48