Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$817K Buy
3,032
+166
+6% +$44.7K 0.64% 61
2025
Q1
$727K Buy
2,866
+158
+6% +$40.1K 0.65% 65
2024
Q4
$635K Buy
2,708
+245
+10% +$57.4K 0.55% 70
2024
Q3
$629K Buy
+2,463
New +$629K 0.55% 65