Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$454K Buy
6,098
+1,027
+20% +$76.5K 0.21% 106
2025
Q1
$343K Buy
5,071
+691
+16% +$46.8K 0.17% 117
2024
Q4
$271K Buy
+4,380
New +$271K 0.13% 129