Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$760K Buy
1,964
+24
+1% +$9.29K 0.61% 47
2025
Q1
$744K Buy
1,940
+354
+22% +$136K 0.71% 47
2024
Q4
$705K Buy
+1,586
New +$705K 0.72% 48