Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$400K Buy
7,773
+65
+0.8% +$3.35K 0.03% 589
2025
Q1
$413K Buy
7,708
+982
+15% +$52.6K 0.03% 571
2024
Q4
$322K Buy
+6,726
New +$322K 0.02% 644