Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$325K Buy
5,045
+39
+0.8% +$2.51K 0.05% 168
2025
Q1
$348K Buy
5,006
+896
+22% +$62.3K 0.06% 151
2024
Q4
$298K Buy
+4,110
New +$298K 0.05% 171