Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
1,381
+124
+10% +$22.4K 0.01% 479
2025
Q1
$216K Buy
1,257
+34
+3% +$5.85K 0.01% 482
2024
Q4
$221K Buy
+1,223
New +$221K 0.01% 485