Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$567K Buy
6,976
+335
+5% +$27.2K 0.27% 82
2025
Q1
$401K Buy
6,641
+213
+3% +$12.9K 0.26% 72
2024
Q4
$545K Buy
+6,428
New +$545K 0.32% 57