Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$216K Buy
733
+136
+23% +$40K 0.09% 364
2025
Q1
$159K Buy
597
+248
+71% +$66K 0.07% 429
2024
Q4
$87.8K Buy
+349
New +$87.8K 0.11% 346