Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$368K Buy
1,159
+261
+29% +$82.9K 0.3% 100
2025
Q1
$233K Buy
898
+163
+22% +$42.2K 0.18% 156
2024
Q4
$297K Buy
+735
New +$297K 0.36% 97