Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$336K Buy
6,731
+286
+4% +$14.3K 0.2% 56
2025
Q1
$213K Buy
6,445
+904
+16% +$29.9K 0.11% 75
2024
Q4
$213K Buy
+5,541
New +$213K 0.11% 71