Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Buy
32,000
+500
+2% +$4.86K 0.07% 162
2025
Q1
$314K Buy
31,500
+5,000
+19% +$49.9K 0.07% 166
2024
Q4
$235K Buy
+26,500
New +$235K 0.05% 198