Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$172K Buy
541
+99
+22% +$31.4K 0.17% 97
2025
Q1
$129K Buy
442
+2
+0.5% +$586 0.13% 106
2024
Q4
$152K Buy
+440
New +$152K 0.15% 102