Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$328K Buy
3,576
+1,165
+48% +$107K 0.12% 42
2025
Q1
$222K Buy
2,411
+25
+1% +$2.3K 0.08% 53
2024
Q4
$202K Buy
+2,386
New +$202K 0.06% 70