Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$479K Buy
1,714
+45
+3% +$12.6K 0.12% 160
2025
Q1
$519K Buy
1,669
+96
+6% +$29.9K 0.14% 132
2024
Q4
$410K Buy
+1,573
New +$410K 0.1% 158