Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$203K Buy
1,536
+15
+1% +$1.98K 0.07% 162
2025
Q1
$228K Buy
1,521
+159
+12% +$23.8K 0.09% 143
2024
Q4
$207K Buy
+1,362
New +$207K 0.1% 111