Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$476K Buy
3,034
+720
+31% +$113K 0.02% 387
2025
Q1
$299K Buy
2,314
+273
+13% +$35.3K 0.02% 460
2024
Q4
$292K Buy
+2,041
New +$292K 0.02% 458