Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$510K Buy
44,735
+70
+0.2% +$798 0.09% 134
2025
Q1
$463K Buy
44,665
+24,965
+127% +$259K 0.09% 136
2024
Q4
$273K Buy
+19,700
New +$273K 0.06% 173