Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$430K Buy
1,961
+14
+0.7% +$3.07K 0.3% 62
2025
Q1
$370K Buy
1,947
+26
+1% +$4.95K 0.29% 64
2024
Q4
$422K Buy
+1,921
New +$422K 0.33% 60