Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234K Buy
1,480
+50
+3% +$7.9K 0.22% 73
2025
Q1
$155K Buy
1,430
+200
+16% +$21.7K 0.16% 85
2024
Q4
$165K Buy
+1,230
New +$165K 0.17% 84