Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$335K Buy
1,477
+130
+10% +$29.5K 0.13% 138
2025
Q1
$224K Buy
1,347
+329
+32% +$54.6K 0.11% 172
2024
Q4
$201K Buy
+1,018
New +$201K 0.11% 183