Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$689K Buy
2,337
+30
+1% +$8.84K 0.39% 72
2025
Q1
$574K Buy
2,307
+733
+47% +$182K 0.34% 82
2024
Q4
$346K Buy
+1,574
New +$346K 0.2% 106