Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$427K Buy
1,345
+227
+20% +$72.1K 0.15% 145
2025
Q1
$290K Buy
1,118
+34
+3% +$8.81K 0.11% 168
2024
Q4
$438K Buy
1,084
+16
+1% +$6.46K 0.17% 140
2024
Q3
$228K Buy
+1,068
New +$228K 0.08% 189