Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$652K Buy
7,105
+462
+7% +$42.4K 0.45% 49
2025
Q1
$634K Buy
6,643
+500
+8% +$47.7K 0.55% 45
2024
Q4
$608K Buy
+6,143
New +$608K 0.52% 50