Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$526K Buy
1,360
+117
+9% +$45.3K 0.52% 64
2025
Q1
$477K Buy
1,243
+85
+7% +$32.6K 0.5% 67
2024
Q4
$473K Buy
1,158
+22
+2% +$8.99K 0.48% 72
2024
Q3
$588K Buy
+1,136
New +$588K 0.58% 61