Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$435K Buy
6,061
+202
+3% +$14.5K 0.25% 73
2025
Q1
$397K Buy
5,859
+58
+1% +$3.93K 0.22% 80
2024
Q4
$355K Buy
5,801
+947
+20% +$57.9K 0.18% 96
2024
Q3
$278K Buy
+4,854
New +$278K 0.14% 115