Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Buy
1,777
+109
+7% +$18.2K 0.11% 190
2025
Q1
$229K Buy
1,668
+267
+19% +$36.7K 0.09% 206
2024
Q4
$207K Buy
+1,401
New +$207K 0.08% 199