Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$441K Buy
1,387
+543
+64% +$172K 0.2% 113
2025
Q1
$219K Buy
844
+275
+48% +$71.3K 0.13% 134
2024
Q4
$230K Buy
+569
New +$230K 0.14% 137