Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$341K Buy
726
+68
+10% +$31.9K 0.11% 125
2025
Q1
$306K Buy
658
+41
+7% +$19.1K 0.12% 124
2024
Q4
$258K Buy
+617
New +$258K 0.1% 132