Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$537K Buy
2,561
+800
+45% +$168K 0.43% 52
2025
Q1
$300K Buy
1,761
+125
+8% +$21.3K 0.27% 71
2024
Q4
$290K Buy
+1,636
New +$290K 0.26% 71