Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$497K Buy
4,976
+1,138
+30% +$114K 0.45% 54
2025
Q1
$404K Buy
3,838
+458
+14% +$48.2K 0.46% 54
2024
Q4
$266K Buy
+3,380
New +$266K 0.34% 97