Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$668K Buy
2,886
+90
+3% +$20.8K 0.42% 26
2025
Q1
$611K Hold
2,796
0.43% 25
2024
Q4
$573K Buy
2,796
+68
+2% +$13.9K 0.39% 25
2024
Q3
$454K Buy
+2,728
New +$454K 0.32% 30