Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$455K Buy
11,852
+284
+2% +$10.9K 0.39% 83
2025
Q1
$448K Buy
11,568
+418
+4% +$16.2K 0.41% 86
2024
Q4
$377K Buy
+11,150
New +$377K 0.35% 95