Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$719K Buy
7,708
+455
+6% +$42.5K 0.51% 61
2025
Q1
$528K Buy
7,253
+373
+5% +$27.2K 0.41% 72
2024
Q4
$415K Buy
+6,880
New +$415K 0.32% 81