Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Buy
930
+197
+27% +$62.6K 0.11% 33
2025
Q1
$215K Buy
733
+16
+2% +$4.69K 0.09% 35
2024
Q4
$290K Buy
+717
New +$290K 0.12% 29