Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$370K Buy
1,296
+177
+16% +$50.6K 0.23% 60
2025
Q1
$278K Buy
1,119
+160
+17% +$39.8K 0.21% 76
2024
Q4
$211K Buy
+959
New +$211K 0.14% 87