Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$711K Buy
4,499
+511
+13% +$80.7K 0.38% 66
2025
Q1
$432K Buy
3,988
+62
+2% +$6.72K 0.28% 84
2024
Q4
$527K Buy
+3,926
New +$527K 0.36% 81