Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$119K Buy
4,124
+574
+16% +$16.6K 0.09% 94
2025
Q1
$100K Buy
3,550
+408
+13% +$11.5K 0.08% 98
2024
Q4
$71.5K Buy
+3,142
New +$71.5K 0.06% 127