Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Buy
1,598
+273
+21% +$50.7K 0.22% 78
2025
Q1
$278K Buy
1,325
+15
+1% +$3.14K 0.26% 58
2024
Q4
$233K Buy
+1,310
New +$233K 0.22% 61