Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$550K Buy
5,724
+228
+4% +$21.9K 0.31% 83
2025
Q1
$552K Hold
5,496
0.33% 83
2024
Q4
$490K Buy
5,496
+206
+4% +$18.4K 0.29% 88
2024
Q3
$463K Buy
+5,290
New +$463K 0.29% 89