Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$370K Buy
1,993
+323
+19% +$60K 0.23% 69
2025
Q1
$350K Buy
1,670
+7
+0.4% +$1.47K 0.25% 61
2024
Q4
$295K Buy
+1,663
New +$295K 0.23% 67