Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$370K Buy
4,670
+1,174
+34% +$92.9K 0.26% 90
2025
Q1
$298K Buy
3,496
+448
+15% +$38.2K 0.26% 101
2024
Q4
$301K Buy
+3,048
New +$301K 0.26% 97