Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$484K Buy
2,609
+36
+1% +$6.68K 0.34% 69
2025
Q1
$502K Buy
2,573
+46
+2% +$8.98K 0.44% 59
2024
Q4
$465K Buy
+2,527
New +$465K 0.4% 67