Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$402K Buy
697
+98
+16% +$56.5K 0.32% 84
2025
Q1
$339K Buy
599
+63
+12% +$35.6K 0.34% 87
2024
Q4
$322K Buy
+536
New +$322K 0.31% 89