Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$400K Buy
2,888
+300
+12% +$41.6K 0.32% 130
2025
Q1
$413K Buy
2,588
+742
+40% +$119K 0.44% 92
2024
Q4
$246K Buy
+1,846
New +$246K 0.36% 122