Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$412K Buy
14,232
+156
+1% +$4.52K 0.21% 62
2025
Q1
$398K Buy
14,076
+876
+7% +$24.8K 0.14% 98
2024
Q4
$301K Buy
+13,200
New +$301K 0.11% 102