Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$376K Buy
802
+222
+38% +$104K 0.07% 231
2025
Q1
$259K Buy
580
+84
+17% +$37.5K 0.06% 253
2024
Q4
$218K Buy
496
+57
+13% +$25K 0.05% 281
2024
Q3
$208K Buy
+439
New +$208K 0.05% 249