Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$454K Buy
4,868
+207
+4% +$19.3K 0.06% 259
2025
Q1
$339K Buy
4,661
+859
+23% +$62.5K 0.05% 308
2024
Q4
$229K Buy
+3,802
New +$229K 0.03% 392