Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$353K Buy
1,558
+37
+2% +$8.38K 0.1% 118
2025
Q1
$252K Buy
1,521
+71
+5% +$11.8K 0.08% 135
2024
Q4
$286K Buy
+1,450
New +$286K 0.09% 118