Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$940K Buy
10,257
+321
+3% +$29.4K 0.12% 158
2025
Q1
$913K Buy
9,936
+1,927
+24% +$177K 0.13% 155
2024
Q4
$678K Buy
+8,009
New +$678K 0.1% 187