Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$537K Buy
1,503
+21
+1% +$7.5K 0.49% 65
2025
Q1
$403K Buy
1,482
+153
+12% +$41.6K 0.45% 66
2024
Q4
$441K Buy
+1,329
New +$441K 0.48% 60