Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$312K Buy
12,735
+507
+4% +$12.4K 0.12% 192
2025
Q1
$339K Buy
12,228
+1,103
+10% +$30.5K 0.15% 170
2024
Q4
$363K Buy
+11,125
New +$363K 0.1% 161