Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$308K Buy
1,044
+66
+7% +$19.5K 0.16% 103
2025
Q1
$243K Buy
978
+29
+3% +$7.21K 0.14% 121
2024
Q4
$209K Buy
+949
New +$209K 0.12% 127