Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$387K Buy
5,321
+1,646
+45% +$120K 0.13% 77
2025
Q1
$210K Buy
3,675
+731
+25% +$41.8K 0.09% 88
2024
Q4
$212K Buy
+2,944
New +$212K 0.08% 92