Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$419K Buy
3,169
+28
+0.9% +$3.71K 0.16% 111
2025
Q1
$375K Buy
3,141
+141
+5% +$16.8K 0.17% 104
2024
Q4
$394K Buy
+3,000
New +$394K 0.24% 61