Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$883K Buy
1,882
+352
+23% +$165K 0.57% 40
2025
Q1
$713K Buy
1,530
+116
+8% +$54K 0.54% 35
2024
Q4
$592K Buy
+1,414
New +$592K 0.45% 41