Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$509K Buy
2,249
+106
+5% +$24K 0.38% 53
2025
Q1
$356K Buy
2,143
+425
+25% +$70.6K 0.33% 56
2024
Q4
$339K Buy
+1,718
New +$339K 0.31% 54