Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$467K Buy
5,009
+154
+3% +$14.4K 0.07% 120
2025
Q1
$354K Buy
4,855
+709
+17% +$51.7K 0.06% 121
2024
Q4
$250K Buy
+4,146
New +$250K 0.05% 143