Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$785K Buy
2,029
+436
+27% +$169K 0.63% 46
2025
Q1
$611K Buy
1,593
+191
+14% +$73.3K 0.61% 42
2024
Q4
$624K Buy
+1,402
New +$624K 0.61% 33