Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Buy
6,231
+75
+1% +$3.27K 0.03% 227
2025
Q1
$291K Buy
6,156
+1,570
+34% +$74.2K 0.04% 200
2024
Q4
$224K Buy
4,586
+836
+22% +$40.8K 0.03% 226
2024
Q3
$205K Buy
+3,750
New +$205K 0.02% 245