Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$950K Buy
6,308
+158
+3% +$23.8K 0.71% 33
2025
Q1
$645K Buy
6,150
+830
+16% +$87.1K 0.61% 40
2024
Q4
$870K Buy
+5,320
New +$870K 0.81% 31