Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$636K Buy
1,821
+164
+10% +$57.2K 0.39% 41
2025
Q1
$581K Buy
1,657
+158
+11% +$55.4K 0.44% 40
2024
Q4
$474K Buy
+1,499
New +$474K 0.32% 51