Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$609K Buy
455
+149
+49% +$200K 0.45% 49
2025
Q1
$285K Buy
306
+56
+22% +$52.2K 0.27% 57
2024
Q4
$223K Buy
+250
New +$223K 0.21% 65