Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$368K Buy
1,626
+179
+12% +$40.5K 0.21% 37
2025
Q1
$240K Buy
1,447
+205
+17% +$34K 0.14% 43
2024
Q4
$245K Buy
+1,242
New +$245K 0.14% 38