Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$346K Buy
970
+1
+0.1% +$357 0.25% 77
2025
Q1
$387K Buy
969
+280
+41% +$112K 0.35% 57
2024
Q4
$247K Buy
+689
New +$247K 0.23% 96