Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$620K Buy
2,738
+75
+3% +$17K 0.15% 115
2025
Q1
$442K Buy
2,663
+150
+6% +$24.9K 0.1% 143
2024
Q4
$496K Buy
+2,513
New +$496K 0.11% 145