Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$388K Buy
1,221
+231
+23% +$73.4K 0.21% 107
2025
Q1
$257K Buy
990
+146
+17% +$37.8K 0.16% 118
2024
Q4
$341K Buy
+844
New +$341K 0.24% 110