Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$292K Buy
3,391
+505
+17% +$43.4K 0.01% 578
2025
Q1
$241K Buy
2,886
+225
+8% +$18.8K 0.01% 619
2024
Q4
$224K Buy
+2,661
New +$224K 0.01% 637