Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$473K Buy
6,663
+1,904
+40% +$135K 0.11% 206
2025
Q1
$302K Buy
4,759
+1,000
+27% +$63.5K 0.07% 276
2024
Q4
$284K Buy
3,759
+202
+6% +$15.3K 0.07% 287
2024
Q3
$314K Buy
+3,557
New +$314K 0.07% 260