Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1,000K Buy
4,556
+312
+7% +$68.5K 0.72% 18
2025
Q1
$807K Buy
4,244
+92
+2% +$17.5K 0.64% 18
2024
Q4
$911K Buy
+4,152
New +$911K 0.74% 18