Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$363K Buy
1,158
+45
+4% +$14.1K 0.31% 31
2025
Q1
$339K Buy
1,113
+72
+7% +$21.9K 0.29% 31
2024
Q4
$346K Buy
+1,041
New +$346K 0.36% 29