Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$169K Buy
7,625
+950
+14% +$21.1K 0.17% 118
2025
Q1
$153K Buy
6,675
+150
+2% +$3.44K 0.17% 121
2024
Q4
$151K Buy
+6,525
New +$151K 0.16% 124