Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$512K Buy
2,336
+287
+14% +$63K 0.41% 63
2025
Q1
$390K Buy
2,049
+36
+2% +$6.85K 0.37% 65
2024
Q4
$442K Buy
+2,013
New +$442K 0.45% 63