Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$272K Buy
3,944
+111
+3% +$7.65K 0.03% 232
2025
Q1
$264K Buy
3,833
+137
+4% +$9.45K 0.03% 196
2024
Q4
$227K Buy
+3,696
New +$227K 0.03% 208