Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Buy
49,103
+7,688
+19% +$41.7K 0.15% 245
2025
Q1
$215K Buy
41,415
+17,693
+75% +$92K 0.23% 187
2024
Q4
$153K Buy
+23,722
New +$153K 0.15% 167