Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
1,019
+139
+16% +$138K 0.65% 36
2025
Q1
$832K Buy
880
+34
+4% +$32.2K 0.63% 32
2024
Q4
$776K Buy
+846
New +$776K 0.59% 33