Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$338K Buy
12,984
+3,499
+37% +$91.1K 0.13% 149
2025
Q1
$241K Hold
9,485
0.13% 148
2024
Q4
$201K Buy
+9,485
New +$201K 0.1% 182