Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$346K Buy
11,947
+1,522
+15% +$44K 0.12% 119
2025
Q1
$295K Buy
10,425
+951
+10% +$26.9K 0.13% 122
2024
Q4
$216K Buy
+9,474
New +$216K 0.14% 157