Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$809K Buy
3,942
+38
+1% +$7.8K 1.8% 12
2025
Q1
$867K Buy
3,904
+3
+0.1% +$666 2.11% 12
2024
Q4
$977K Buy
+3,901
New +$977K 2.63% 11