Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$517K Buy
4,216
+114
+3% +$14K 0.26% 58
2025
Q1
$374K Buy
4,102
+545
+15% +$49.7K 0.21% 60
2024
Q4
$410K Buy
+3,557
New +$410K 0.18% 61