Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$935K Buy
2,980
+56
+2% +$17.6K 0.12% 161
2025
Q1
$891K Buy
2,924
+763
+35% +$232K 0.13% 160
2024
Q4
$718K Buy
+2,161
New +$718K 0.1% 174