Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$404K Buy
37,351
+18,236
+95% +$197K 0.13% 275
2025
Q1
$204K Buy
19,115
+1,861
+11% +$19.9K 0.08% 392
2024
Q4
$260K Buy
+17,254
New +$260K 0.12% 287