Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$282K Buy
2,180
+168
+8% +$21.7K 0.01% 563
2025
Q1
$240K Buy
2,012
+123
+7% +$14.7K 0.01% 580
2024
Q4
$219K Buy
+1,889
New +$219K 0.01% 615