Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$840K Hold
24,852
0.96% 35
2025
Q1
$840K Buy
24,852
+578
+2% +$19.5K 0.95% 35
2024
Q4
$718K Buy
+24,274
New +$718K 0.82% 40