Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$380K Buy
1,677
+237
+16% +$53.7K 0.15% 170
2025
Q1
$239K Buy
1,440
+194
+16% +$32.2K 0.11% 219
2024
Q4
$246K Buy
+1,246
New +$246K 0.07% 212