Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$681K Buy
4,364
+614
+16% +$95.8K 0.44% 49
2025
Q1
$617K Buy
3,750
+198
+6% +$32.6K 0.47% 41
2024
Q4
$579K Buy
+3,552
New +$579K 0.44% 42