Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$380K Buy
1,197
+4
+0.3% +$1.27K 0.1% 114
2025
Q1
$309K Buy
1,193
+50
+4% +$13K 0.1% 113
2024
Q4
$462K Buy
+1,143
New +$462K 0.15% 106