Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$443K Buy
1,396
+238
+21% +$75.6K 0.13% 27
2025
Q1
$300K Buy
1,158
+47
+4% +$12.2K 0.1% 37
2024
Q4
$449K Buy
+1,111
New +$449K 0.15% 27