Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$562K Buy
35,670
+401
+1% +$6.32K 0.02% 346
2025
Q1
$419K Buy
35,269
+177
+0.5% +$2.1K 0.01% 375
2024
Q4
$453K Buy
+35,092
New +$453K 0.01% 365