Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$376K Buy
1,058
+293
+38% +$104K 0.28% 67
2025
Q1
$268K Buy
765
+100
+15% +$35K 0.25% 63
2024
Q4
$210K Buy
+665
New +$210K 0.19% 69