Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$442K Buy
15,271
+4,069
+36% +$118K 0.1% 135
2025
Q1
$317K Buy
11,202
+1,087
+11% +$30.7K 0.08% 149
2024
Q4
$230K Buy
+10,115
New +$230K 0.06% 164