Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Buy
6,681
+1,352
+25% +$55.2K 0.02% 436
2025
Q1
$241K Buy
5,329
+896
+20% +$40.5K 0.03% 429
2024
Q4
$192K Buy
+4,433
New +$192K 0.02% 445