Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$669K Buy
676
+156
+30% +$154K 0.5% 43
2025
Q1
$492K Buy
520
+17
+3% +$16.1K 0.46% 46
2024
Q4
$461K Buy
+503
New +$461K 0.43% 45