Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$759K Buy
4,196
+823
+24% +$149K 0.49% 44
2025
Q1
$581K Buy
3,373
+228
+7% +$39.3K 0.44% 44
2024
Q4
$567K Buy
+3,145
New +$567K 0.43% 43