Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$361K Buy
1,592
+36
+2% +$8.15K 0.25% 77
2025
Q1
$258K Buy
1,556
+18
+1% +$2.99K 0.18% 96
2024
Q4
$304K Buy
+1,538
New +$304K 0.21% 83