Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Buy
4,627
+1,002
+28% +$54.5K 0.01% 151
2025
Q1
$211K Buy
3,625
+428
+13% +$24.9K 0.01% 133
2024
Q4
$221K Buy
+3,197
New +$221K 0.01% 125