Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$684K Buy
12,210
+50
+0.4% +$2.8K 0.21% 79
2025
Q1
$263K Buy
12,160
+1,814
+18% +$39.2K 0.09% 144
2024
Q4
$220K Buy
+10,346
New +$220K 0.08% 147