Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$925K Buy
7,541
+203
+3% +$24.9K 0.77% 12
2025
Q1
$669K Buy
7,338
+861
+13% +$78.5K 0.63% 20
2024
Q4
$746K Buy
+6,477
New +$746K 0.74% 12