Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$390K Buy
2,500
+200
+9% +$31.2K 0.09% 149
2025
Q1
$379K Buy
2,300
+40
+2% +$6.59K 0.09% 153
2024
Q4
$368K Buy
+2,260
New +$368K 0.08% 168