Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$487K Buy
1,472
+152
+12% +$50.2K 0.12% 127
2025
Q1
$434K Buy
1,320
+21
+2% +$6.91K 0.12% 123
2024
Q4
$359K Buy
1,299
+11
+0.9% +$3.04K 0.1% 136
2024
Q3
$446K Buy
+1,288
New +$446K 0.13% 122