Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$648K Buy
2,039
+200
+11% +$63.5K 0.25% 42
2025
Q1
$477K Buy
1,839
+1,179
+179% +$306K 0.23% 37
2024
Q4
$267K Buy
+660
New +$267K 0.12% 47