Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$997K Buy
4,546
+27
+0.6% +$5.92K 1.2% 18
2025
Q1
$860K Buy
4,519
+112
+3% +$21.3K 1.16% 17
2024
Q4
$967K Buy
+4,407
New +$967K 1.27% 16