Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$165K Buy
2,055
+438
+27% +$35.1K 0.07% 158
2025
Q1
$116K Buy
1,617
+199
+14% +$14.3K 0.05% 188
2024
Q4
$108K Buy
+1,418
New +$108K 0.04% 245