Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$640K Buy
4,840
+502
+12% +$66.3K 0.27% 66
2025
Q1
$650K Buy
4,338
+176
+4% +$26.4K 0.29% 60
2024
Q4
$633K Buy
+4,162
New +$633K 0.21% 78