Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$366K Buy
1,612
+15
+0.9% +$3.41K 0.32% 59
2025
Q1
$389K Buy
1,597
+140
+10% +$34.1K 0.36% 56
2024
Q4
$410K Buy
+1,457
New +$410K 0.36% 56