Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$313K Buy
2,076
+115
+6% +$17.3K 0.03% 341
2025
Q1
$269K Buy
1,961
+486
+33% +$66.7K 0.03% 338
2024
Q4
$221K Buy
+1,475
New +$221K 0.02% 398