Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$444K Buy
1,961
+145
+8% +$32.8K 0.28% 55
2025
Q1
$301K Buy
1,816
+766
+73% +$127K 0.22% 70
2024
Q4
$207K Buy
+1,050
New +$207K 0.16% 97